Ausdal Financial Partners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Ausdal Financial Partners’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	$449K	Buy	17,398 +1,028	+6%	+$26.7K	0.02%	624
2025 Q4	$426K	Sell	16,370 -1,032	-6%	-$26.9K	0.02%	612
2025 Q3	$452K	Buy	17,402 +683	+4%	+$17.7K	0.02%	587
2025 Q2	$434K	Buy	16,719 +1,292	+8%	+$33.4K	0.03%	459
2025 Q1	$398K	Buy	15,427 +670	+5%	+$17.3K	0.03%	436
2024 Q4	$378K	Buy	14,757 +560	+4%	+$14.4K	0.03%	411
2024 Q3	$368K	Sell	14,197 -155	-1%	-$3.99K	0.04%	367
2024 Q2	$365K	Buy	+14,352	New	+$364K	0.04%	343

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

Ausdal Financial Partners's CGSD Position: Q1 2026 in Review

Ausdal Financial Partners increased its Capital Group Short Duration Income ETF (CGSD) stake by 6.3% in Q1 2026, buying an estimated $26.7K and bringing the position to 17,398 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #624.

Ausdal Financial Partners first reported a position in CGSD in Q2 2024 and has held it in 8 quarters since. The position peaked at $452K in Q3 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Ausdal Financial Partners held 17,398 shares of Capital Group Short Duration Income ETF worth $449K as of Q1 2026.
Ausdal Financial Partners bought 1,028 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $26.7K.
Capital Group Short Duration Income ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #624 holding.
Ausdal Financial Partners first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and has held it in 8 quarters since.
Ausdal Financial Partners's Capital Group Short Duration Income ETF position peaked at $452K in Q3 2025.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.