Ameritas Advisory Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Ameritas Advisory Services’s Portfolio CGSD Stock Details CGSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,375	Closed	-$218K	–	1089
2025 Q4	$218K	Buy	8,375 +5,483	+190%	+$143K	0.01%	870
2025 Q3	$75.1K	Sell	2,892 -11,361	-80%	-$295K	﹤0.01%	940
2025 Q2	$370K	Sell	14,253 -6,774	-32%	-$175K	0.02%	578
2025 Q1	$542K	Sell	21,027 -19,088	-48%	-$492K	0.02%	551
2024 Q4	$1.03M	Sell	40,115 -34,751	-46%	-$894K	0.04%	407
2024 Q3	$1.94M	Sell	74,866 -61,198	-45%	-$1.58M	0.08%	244
2024 Q2	$3.46M	Buy	+136,064	New	+$3.45M	0.13%	161

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Ameritas Advisory Services's CGSD Position: Q1 2026 in Review

Ameritas Advisory Services sold out of Capital Group Short Duration Income ETF (CGSD) in Q1 2026, closing a stake of 8,375 shares — an estimated $218K sold.

Ameritas Advisory Services first reported a position in CGSD in Q2 2024 and held it in 7 quarters. The position peaked at $3.46M in Q2 2024. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Ameritas Advisory Services reported no remaining Capital Group Short Duration Income ETF position as of Q1 2026 after selling out during the quarter.
Ameritas Advisory Services sold 8,375 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $218K.
Ameritas Advisory Services first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and held it in 7 quarters.
Ameritas Advisory Services's Capital Group Short Duration Income ETF position peaked at $3.46M in Q2 2024.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.