EQ Wealth Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

EQ Wealth Advisors’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	$3.47M	Sell	134,922 -5,975	-4%	-$154K	1.91%	19
2026 Q1	$3.63M	Buy	140,897 +151	+0.1%	+$3.93K	2.12%	17
2025 Q4	$3.66M	Sell	140,746 -15,376	-10%	-$400K	2.16%	15
2025 Q3	$4.06M	Sell	156,122 -3,142	-2%	-$81.7K	2.66%	12
2025 Q2	$4.13M	Buy	159,264 +31,704	+25%	+$819K	2.81%	11
2025 Q1	$3.29M	Buy	127,560 +19,780	+18%	+$510K	2.62%	12
2024 Q4	$2.76M	Buy	+107,780	New	+$2.77M	2.66%	13

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

EQ Wealth Advisors's CGSD Position: Q2 2026 in Review

EQ Wealth Advisors reduced its Capital Group Short Duration Income ETF (CGSD) stake by 4.2% in Q2 2026, selling an estimated $154K and leaving 134,922 shares worth $3.47M. The position accounts for 1.91% of the portfolio, ranked #19.

EQ Wealth Advisors first reported a position in CGSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.13M in Q2 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

EQ Wealth Advisors held 134,922 shares of Capital Group Short Duration Income ETF worth $3.47M as of Q2 2026.
EQ Wealth Advisors sold 5,975 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $154K.
Capital Group Short Duration Income ETF made up 1.91% of EQ Wealth Advisors's portfolio in Q2 2026, its #19 holding.
EQ Wealth Advisors first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 7 quarters since.
EQ Wealth Advisors's Capital Group Short Duration Income ETF position peaked at $4.13M in Q2 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on EQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.