Continuum Advisory’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Continuum Advisory’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	$467K	Buy	18,146 +987	+6%	+$25.5K	0.04%	306
2026 Q1	$443K	Sell	17,159 -2,992	-15%	-$77.8K	0.04%	298
2025 Q4	$524K	Sell	20,151 -2,282	-10%	-$59.4K	0.05%	270
2025 Q3	$583K	Buy	22,433 +1,252	+6%	+$32.5K	0.06%	255
2025 Q2	$549K	Sell	21,181 -1,239	-6%	-$32K	0.07%	249
2025 Q1	$579K	Buy	22,420 +7,610	+51%	+$196K	0.07%	222
2024 Q4	$380K	Buy	14,810 +2,376	+19%	+$61.1K	0.05%	285
2024 Q3	$319K	Sell	12,434 -26,618	-68%	-$685K	0.04%	313
2024 Q2	$992K	Buy	39,052 +4,452	+13%	+$113K	0.14%	153
2024 Q1	$878K	Buy	+34,600	New	+$881K	0.13%	167

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

Continuum Advisory's CGSD Position: Q2 2026 in Review

Continuum Advisory increased its Capital Group Short Duration Income ETF (CGSD) stake by 5.8% in Q2 2026, buying an estimated $25.5K and bringing the position to 18,146 shares worth $467K. The position accounts for 0.04% of the portfolio, ranked #306.

Continuum Advisory first reported a position in CGSD in Q1 2024 and has held it in 10 quarters since. The position peaked at $992K in Q2 2024. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Continuum Advisory held 18,146 shares of Capital Group Short Duration Income ETF worth $467K as of Q2 2026.
Continuum Advisory bought 987 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $25.5K.
Capital Group Short Duration Income ETF made up 0.04% of Continuum Advisory's portfolio in Q2 2026, its #306 holding.
Continuum Advisory first reported a position in Capital Group Short Duration Income ETF in Q1 2024 and has held it in 10 quarters since.
Continuum Advisory's Capital Group Short Duration Income ETF position peaked at $992K in Q2 2024.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.