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 Q3	$647K	Sell	25,616 -1,044	-4%	-$26.8K	0.02%	585
2026 Q2	$686K	Sell	26,660 -2,047	-7%	-$52.9K	0.02%	586
2026 Q1	$740K	Buy	28,707 +367	+1%	+$9.5K	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

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

KOMWMG

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

WSA

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

LWM

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

RMP

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

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

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

SCM

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

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Dynamic Advisor Solutions's CGSD Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Capital Group Short Duration Income ETF (CGSD) stake by 3.9% in Q3 2026, selling an estimated $26.8K and leaving 25,616 shares worth $647K. The position accounts for 0.02% of the portfolio, ranked #585.

Dynamic Advisor Solutions first reported a position in CGSD in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.47M in Q3 2025. 35 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

Dynamic Advisor Solutions held 25,616 shares of Capital Group Short Duration Income ETF worth $647K as of Q3 2026.
Dynamic Advisor Solutions sold 1,044 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $26.8K.
Capital Group Short Duration Income ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #585 holding.
Dynamic Advisor Solutions first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and has held it in 10 quarters since.
Dynamic Advisor Solutions's Capital Group Short Duration Income ETF position peaked at $1.47M in Q3 2025.
35 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.