Envestnet Asset Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Envestnet Asset Management’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	$56.5M	Buy	2,195,984 +275,849	+14%	+$7.12M	0.01%	817
2026 Q1	$49.5M	Buy	1,920,135 +669,863	+54%	+$17.4M	0.01%	804
2025 Q4	$32.5M	Sell	1,250,272 -16,548	-1%	-$431K	0.01%	957
2025 Q3	$32.9M	Buy	1,266,820 +231,354	+22%	+$6.01M	0.01%	985
2025 Q2	$26.9M	Buy	1,035,466 +182,154	+21%	+$4.71M	0.01%	1066
2025 Q1	$22M	Buy	853,312 +294,905	+53%	+$7.6M	0.01%	1136
2024 Q4	$14.3M	Buy	558,407 +65,465	+13%	+$1.68M	﹤0.01%	1404
2024 Q3	$12.8M	Buy	492,942 +83,407	+20%	+$2.15M	﹤0.01%	1458
2024 Q2	$10.4M	Buy	409,535 +119,082	+41%	+$3.02M	﹤0.01%	1535
2024 Q1	$7.38M	Buy	290,453 +38,485	+15%	+$980K	﹤0.01%	1719
2023 Q4	$6.41M	Sell	251,968 -8,118	-3%	-$205K	﹤0.01%	1730
2023 Q3	$6.51M	Buy	260,086 +36,906	+17%	+$929K	﹤0.01%	1640
2023 Q2	$5.6M	Buy	223,180 +163,193	+272%	+$4.16M	﹤0.01%	1645
2023 Q1	$1.53M	Buy	+59,987	New	+$1.53M	﹤0.01%	2368

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management's CGSD Position: Q2 2026 in Review

Envestnet Asset Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 14% in Q2 2026, buying an estimated $7.12M and bringing the position to 2,195,984 shares worth $56.5M. The position accounts for 0.01% of the portfolio, ranked #817.

Envestnet Asset Management first reported a position in CGSD in Q1 2023 and has held it in 14 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Envestnet Asset Management held 2,195,984 shares of Capital Group Short Duration Income ETF worth $56.5M as of Q2 2026.
Envestnet Asset Management bought 275,849 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $7.12M.
Capital Group Short Duration Income ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #817 holding.
Envestnet Asset Management first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 14 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.