Ashton Thomas Private Wealth’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Ashton Thomas Private Wealth’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	$1.1M	Buy	42,838 +33,086	+339%	+$854K	0.02%	536
2026 Q1	$252K	Hold	9,752	–	–	0.01%	955
2025 Q4	$254K	Hold	9,752	–	–	0.01%	880
2025 Q3	$253K	Hold	9,752	–	–	0.01%	847
2025 Q2	$253K	Hold	9,752	–	–	0.01%	741
2025 Q1	$252K	Hold	9,752	–	–	0.01%	701
2024 Q4	$250K	Buy	+9,752	New	+$251K	0.01%	686

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

Ashton Thomas Private Wealth's CGSD Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its Capital Group Short Duration Income ETF (CGSD) stake by 339% in Q2 2026, buying an estimated $854K and bringing the position to 42,838 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #536.

Ashton Thomas Private Wealth first reported a position in CGSD in Q4 2024 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Ashton Thomas Private Wealth held 42,838 shares of Capital Group Short Duration Income ETF worth $1.1M as of Q2 2026.
Ashton Thomas Private Wealth bought 33,086 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $854K.
Capital Group Short Duration Income ETF made up 0.02% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #536 holding.
Ashton Thomas Private Wealth first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 7 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.