Avantax Advisory Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.25M	Buy	48,050 +3,378	+8%	+$87.3K	0.01%	1023
2025 Q1	$1.15M	Buy	44,672 +5,269	+13%	+$136K	0.01%	1012
2024 Q4	$1.01M	Sell	39,403 -27,480	-41%	-$707K	0.01%	1034
2024 Q3	$1.73M	Buy	66,883 +2,472	+4%	+$63.6K	0.01%	770
2024 Q2	$1.64M	Buy	64,411 +3,199	+5%	+$81.2K	0.01%	744
2024 Q1	$1.55M	Sell	61,212 -6,576	-10%	-$167K	0.01%	615
2023 Q4	$1.73M	Sell	67,788 -11,268	-14%	-$284K	0.02%	546
2023 Q3	$1.98M	Sell	79,056 -43,589	-36%	-$1.1M	0.02%	460
2023 Q2	$3.08M	Sell	122,645 -11,700	-9%	-$298K	0.04%	349
2023 Q1	$3.43M	Buy	+134,345	New	+$3.42M	0.04%	318

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

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avantax Advisory Services's CGSD Position: Q2 2025 in Review

Avantax Advisory Services increased its Capital Group Short Duration Income ETF (CGSD) stake by 7.6% in Q2 2025, buying an estimated $87.3K and bringing the position to 48,050 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1023.

Avantax Advisory Services first reported a position in CGSD in Q1 2023 and has held it in 10 quarters since. The position peaked at $3.43M in Q1 2023. 148 funds tracked by Wall St. Rank hold CGSD as of Q2 2025.

Avantax Advisory Services held 48,050 shares of Capital Group Short Duration Income ETF worth $1.25M as of Q2 2025.
Avantax Advisory Services bought 3,378 Capital Group Short Duration Income ETF shares in Q2 2025, an estimated $87.3K.
Capital Group Short Duration Income ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1023 holding.
Avantax Advisory Services first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 10 quarters since.
Avantax Advisory Services's Capital Group Short Duration Income ETF position peaked at $3.43M in Q1 2023.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.