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 Q2	$473K	Buy	18,381 +983	+6%	+$25.4K	0.02%	659
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 $1.89T 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 22.9% 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

Ausdal Financial Partners's CGSD Position: Q2 2026 in Review

Ausdal Financial Partners increased its Capital Group Short Duration Income ETF (CGSD) stake by 5.7% in Q2 2026, buying an estimated $25.4K and bringing the position to 18,381 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #659.

Ausdal Financial Partners first reported a position in CGSD in Q2 2024 and has held it in 9 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Ausdal Financial Partners held 18,381 shares of Capital Group Short Duration Income ETF worth $473K as of Q2 2026.
Ausdal Financial Partners bought 983 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $25.4K.
Capital Group Short Duration Income ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q2 2026, its #659 holding.
Ausdal Financial Partners first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.