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

Arkadios Wealth 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	$342K	Buy	13,304 +559	+4%	+$14.4K	0.01%	1324
2026 Q1	$329K	Buy	12,745 +801	+7%	+$20.8K	0.01%	1318
2025 Q4	$311K	Buy	11,944 +3,488	+41%	+$90.8K	0.01%	1236
2025 Q3	$220K	Buy	8,456 +218	+3%	+$5.67K	0.01%	1322
2025 Q2	$214K	Buy	+8,238	New	+$213K	0.01%	1194

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

Arkadios Wealth Advisors's CGSD Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 4.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 13,304 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #1324.

Arkadios Wealth Advisors first reported a position in CGSD in Q2 2025 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Arkadios Wealth Advisors held 13,304 shares of Capital Group Short Duration Income ETF worth $342K as of Q2 2026.
Arkadios Wealth Advisors bought 559 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $14.4K.
Capital Group Short Duration Income ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1324 holding.
Arkadios Wealth Advisors first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.