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D.A. Davidson & Co’s Capital Group Short Duration Income ETF CGSD Stock Holding History

D.A. Davidson & Co’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 		$1.18M Buy
45,906
+10,948
+31% +$283K 0.01% 912
2026
Q1 		$902K Buy
+34,958
New +$909K 0.01% 963

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

D.A. Davidson & Co's CGSD Position: Q2 2026 in Review

D.A. Davidson & Co increased its Capital Group Short Duration Income ETF (CGSD) stake by 31% in Q2 2026, buying an estimated $283K and bringing the position to 45,906 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #912.

D.A. Davidson & Co first reported a position in CGSD in Q1 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • D.A. Davidson & Co held 45,906 shares of Capital Group Short Duration Income ETF worth $1.18M as of Q2 2026.
  • D.A. Davidson & Co bought 10,948 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $283K.
  • Capital Group Short Duration Income ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #912 holding.
  • D.A. Davidson & Co first reported a position in Capital Group Short Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.