Dynamic Advisor Solutions’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Dynamic Advisor Solutions’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	$686K	Sell	26,660 -2,047	-7%	-$52.9K	0.02%	586
2026 Q1	$740K	Buy	28,707 +367	+1%	+$9.54K	0.02%	537
2025 Q4	$737K	Sell	28,340 -28,328	-50%	-$737K	0.02%	527
2025 Q3	$1.47M	Buy	56,668 +344	+0.6%	+$8.94K	0.04%	387
2025 Q2	$1.46M	Buy	56,324 +15,773	+39%	+$407K	0.05%	359
2025 Q1	$1.05M	Buy	40,551 +1,000	+3%	+$25.8K	0.03%	405
2024 Q4	$1.01M	Sell	39,551 -471	-1%	-$12.1K	0.04%	309
2024 Q3	$1.04M	Buy	40,022 +4,694	+13%	+$121K	0.03%	437
2024 Q2	$898K	Buy	+35,328	New	+$897K	0.03%	485

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

Dynamic Advisor Solutions's CGSD Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Capital Group Short Duration Income ETF (CGSD) stake by 7.1% in Q2 2026, selling an estimated $52.9K and leaving 26,660 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #586.

Dynamic Advisor Solutions first reported a position in CGSD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.47M in Q3 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Dynamic Advisor Solutions held 26,660 shares of Capital Group Short Duration Income ETF worth $686K as of Q2 2026.
Dynamic Advisor Solutions sold 2,047 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $52.9K.
Capital Group Short Duration Income ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #586 holding.
Dynamic Advisor Solutions first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
Dynamic Advisor Solutions's Capital Group Short Duration Income ETF position peaked at $1.47M in Q3 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.