Creative Financial Designs’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Creative Financial Designs’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 Q1	$231K	Buy	8,962 +4,891	+120%	+$127K	0.01%	484
2025 Q4	$106K	Buy	4,071 +2,741	+206%	+$71.4K	0.01%	647
2025 Q3	$34.5K	Buy	+1,330	New	+$34.6K	﹤0.01%	974

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Creative Financial Designs's CGSD Position: Q1 2026 in Review

Creative Financial Designs increased its Capital Group Short Duration Income ETF (CGSD) stake by 120% in Q1 2026, buying an estimated $127K and bringing the position to 8,962 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #484.

Creative Financial Designs first reported a position in CGSD in Q3 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Creative Financial Designs held 8,962 shares of Capital Group Short Duration Income ETF worth $231K as of Q1 2026.
Creative Financial Designs bought 4,891 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $127K.
Capital Group Short Duration Income ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #484 holding.
Creative Financial Designs first reported a position in Capital Group Short Duration Income ETF in Q3 2025 and has held it in 3 quarters since.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.