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

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 22.96% 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

Brookstone Capital Management's CGSD Position: Q2 2026 in Review

Brookstone Capital Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 6% in Q2 2026, buying an estimated $23.2K and bringing the position to 15,983 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Brookstone Capital Management first reported a position in CGSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $658K in Q2 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Brookstone Capital Management held 15,983 shares of Capital Group Short Duration Income ETF worth $411K as of Q2 2026.
Brookstone Capital Management bought 899 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $23.2K.
Capital Group Short Duration Income ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #997 holding.
Brookstone Capital Management first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 7 quarters since.
Brookstone Capital Management's Capital Group Short Duration Income ETF position peaked at $658K in Q2 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.