CA
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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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
TF
Thayer Financial Hickory, North Carolina $110M AUM
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 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. 34 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.
  • 34 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.