ACA
CGSD icon

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
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
– – 0.02% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
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