COFG Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

COFG Advisors’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	$5.76M	Buy	+223,903	New	+$5.78M	0.99%	22

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

COFG Advisors's CGSD Position: Q2 2026 in Review

COFG Advisors opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q2 2026: 223,903 shares worth $5.76M. The stake represents 0.99% of the portfolio and ranks #22 among its holdings.

188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

COFG Advisors held 223,903 shares of Capital Group Short Duration Income ETF worth $5.76M as of Q2 2026.
Capital Group Short Duration Income ETF was a new COFG Advisors position in Q2 2026.
Capital Group Short Duration Income ETF made up 0.99% of COFG Advisors's portfolio in Q2 2026, its #22 holding.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.