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 Q3	$8.38K	Buy	332 +139	+72%	+$3.56K	﹤0.01%	2116
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

CoreCap Advisors's CGSD Position: Q3 2026 in Review

CoreCap Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 72% in Q3 2026, buying an estimated $3.56K and bringing the position to 332 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

CoreCap Advisors first reported a position in CGSD in Q1 2025 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

CoreCap Advisors held 332 shares of Capital Group Short Duration Income ETF worth $8.38K as of Q3 2026.
CoreCap Advisors bought 139 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $3.56K.
Capital Group Short Duration Income ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2116 holding.
CoreCap Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 7 quarters since.
48 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.