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

CoreCap 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	$4.97K	Hold	193	–	–	﹤0.01%	2288
2026 Q1	$4.98K	Hold	193	–	–	﹤0.01%	2174
2025 Q4	$5.02K	Hold	193	–	–	﹤0.01%	2204
2025 Q3	$5.01K	Hold	193	–	–	﹤0.01%	2168
2025 Q2	$5K	Hold	193	–	–	﹤0.01%	2114
2025 Q1	$4.98K	Buy	+193	New	+$4.97K	﹤0.01%	2095

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

CoreCap Advisors's CGSD Position: Q2 2026 in Review

CoreCap Advisors held its Capital Group Short Duration Income ETF (CGSD) position steady in Q2 2026 at 193 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

CoreCap Advisors first reported a position in CGSD in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.02K in Q4 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

CoreCap Advisors held 193 shares of Capital Group Short Duration Income ETF worth $4.97K as of Q2 2026.
CoreCap Advisors left its Capital Group Short Duration Income ETF share count unchanged in Q2 2026.
Capital Group Short Duration Income ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2288 holding.
CoreCap Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 6 quarters since.
CoreCap Advisors's Capital Group Short Duration Income ETF position peaked at $5.02K in Q4 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.