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Brinker Capital Investments’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Brinker Capital Investments’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 		$753K Sell
29,253
-21,531
-42% -$556K 0.01% 1311
2026
Q1 		$1.31M Sell
50,784
-3,711
-7% -$96.5K 0.01% 963
2025
Q4 		$1.42M Sell
54,495
-6,029
-10% -$157K 0.01% 1040
2025
Q3 		$1.57M Buy
60,524
+44,514
+278% +$1.16M 0.01% 972
2025
Q2 		$415K Buy
+16,010
New +$414K ﹤0.01% 1572

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brinker Capital Investments's CGSD Position: Q2 2026 in Review

Brinker Capital Investments reduced its Capital Group Short Duration Income ETF (CGSD) stake by 42% in Q2 2026, selling an estimated $556K and leaving 29,253 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #1311.

Brinker Capital Investments first reported a position in CGSD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q3 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Brinker Capital Investments held 29,253 shares of Capital Group Short Duration Income ETF worth $753K as of Q2 2026.
  • Brinker Capital Investments sold 21,531 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $556K.
  • Capital Group Short Duration Income ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1311 holding.
  • Brinker Capital Investments first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Brinker Capital Investments's Capital Group Short Duration Income ETF position peaked at $1.57M in Q3 2025.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.