Cannon Financial Strategists’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Cannon Financial Strategists’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	$2.86M	Buy	111,085 +33,269	+43%	+$859K	0.33%	30
2026 Q1	$2.01M	Buy	77,816 +48,358	+164%	+$1.26M	0.26%	33
2025 Q4	$766K	Buy	29,458 +350	+1%	+$9.11K	0.11%	53
2025 Q3	$756K	Buy	29,108 +110	+0.4%	+$2.86K	0.11%	54
2025 Q2	$752K	Buy	+28,998	New	+$749K	0.12%	53

Other funds holding CGSD

LPL Financial San Diego, California $445B AUM 25.58% 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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cannon Financial Strategists's CGSD Position: Q2 2026 in Review

Cannon Financial Strategists increased its Capital Group Short Duration Income ETF (CGSD) stake by 43% in Q2 2026, buying an estimated $859K and bringing the position to 111,085 shares worth $2.86M. The position accounts for 0.33% of the portfolio, ranked #30.

Cannon Financial Strategists first reported a position in CGSD in Q2 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Cannon Financial Strategists held 111,085 shares of Capital Group Short Duration Income ETF worth $2.86M as of Q2 2026.
Cannon Financial Strategists bought 33,269 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $859K.
Capital Group Short Duration Income ETF made up 0.33% of Cannon Financial Strategists's portfolio in Q2 2026, its #30 holding.
Cannon Financial Strategists first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
118 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.