Aptus Capital Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Aptus Capital Advisors’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 Q2	$588K	Buy	22,849 +12,849	+128%	+$332K	﹤0.01%	745
2026 Q1	$258K	Sell	10,000 -18,650	-65%	-$485K	﹤0.01%	928
2025 Q4	$745K	Hold	28,650	–	–	0.01%	640
2025 Q3	$744K	Hold	28,650	–	–	0.01%	610
2025 Q2	$743K	Hold	28,650	–	–	0.01%	594
2025 Q1	$739K	Hold	28,650	–	–	0.01%	563
2024 Q4	$735K	Sell	28,650 -800	-3%	-$20.6K	0.01%	544
2024 Q3	$763K	Hold	29,450	–	–	0.01%	456
2024 Q2	$748K	Hold	29,450	–	–	0.01%	434
2024 Q1	$748K	Hold	29,450	–	–	0.01%	437
2023 Q4	$750K	Hold	29,450	–	–	0.02%	324
2023 Q3	$737K	Hold	29,450	–	–	0.02%	332
2023 Q2	$739K	Buy	+29,450	New	+$750K	0.02%	290

Other funds holding CGSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Aptus Capital Advisors's CGSD Position: Q2 2026 in Review

Aptus Capital Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 128% in Q2 2026, buying an estimated $332K and bringing the position to 22,849 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Aptus Capital Advisors first reported a position in CGSD in Q2 2023 and has held it in 13 quarters since. The position peaked at $763K in Q3 2024. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Aptus Capital Advisors held 22,849 shares of Capital Group Short Duration Income ETF worth $588K as of Q2 2026.
Aptus Capital Advisors bought 12,849 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $332K.
Capital Group Short Duration Income ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #745 holding.
Aptus Capital Advisors first reported a position in Capital Group Short Duration Income ETF in Q2 2023 and has held it in 13 quarters since.
Aptus Capital Advisors's Capital Group Short Duration Income ETF position peaked at $763K in Q3 2024.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.