BCM
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Brookstone Capital Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Brookstone Capital Management’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 		$411K Buy
15,983
+899
+6% +$23.2K ﹤0.01% 997
2026
Q1 		$389K Sell
15,084
-661
-4% -$17.2K ﹤0.01% 951
2025
Q4 		$410K Sell
15,745
-8,730
-36% -$227K ﹤0.01% 898
2025
Q3 		$636K Sell
24,475
-891
-4% -$23.2K 0.01% 748
2025
Q2 		$658K Buy
25,366
+6,718
+36% +$174K 0.01% 676
2025
Q1 		$481K Sell
18,648
-2,559
-12% -$65.9K 0.01% 723
2024
Q4 		$544K Buy
+21,207
New +$545K 0.01% 668

Other funds holding CGSD

Wealth Enhancement Advisory Services
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IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return