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

Capital Investment 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
2026
Q2 		$101K Buy
3,920
+1,160
+42% +$30K 0.01% 810
2026
Q1 		$71.2K Sell
2,760
-347
-11% -$9.02K 0.01% 791
2025
Q4 		$80.8K Buy
+3,107
New +$80.9K 0.01% 738
2025
Q3 		– Sell
-190
Closed -$4.93K – 1096
2025
Q2 		$4.93K Hold
190
– – ﹤0.01% 987
2025
Q1 		$4.9K Hold
190
– – ﹤0.01% 921
2024
Q4 		$4.87K Hold
190
– – ﹤0.01% 849
2024
Q3 		$4.92K Buy
+190
New +$4.89K ﹤0.01% 901

Other funds holding CGSD

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
LWM
Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Capital Investment Advisory Services's CGSD Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Capital Group Short Duration Income ETF (CGSD) stake by 42% in Q2 2026, buying an estimated $30K and bringing the position to 3,920 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #810.

Capital Investment Advisory Services first reported a position in CGSD in Q3 2024 and has held it in 7 quarters since. 57 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Capital Investment Advisory Services held 3,920 shares of Capital Group Short Duration Income ETF worth $101K as of Q2 2026.
  • Capital Investment Advisory Services bought 1,160 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $30K.
  • Capital Group Short Duration Income ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #810 holding.
  • Capital Investment Advisory Services first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 57 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.