Equitable Holdings’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Equitable Holdings’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	$1.39M	Sell	53,954 -31,095	-37%	-$803K	0.01%	886
2026 Q1	$2.19M	Buy	85,049 +49,169	+137%	+$1.28M	0.01%	690
2025 Q4	$933K	Buy	35,880 +17,656	+97%	+$460K	0.01%	884
2025 Q3	$473K	Buy	18,224 +3,685	+25%	+$95.8K	﹤0.01%	1099
2025 Q2	$377K	Buy	14,539 +2,550	+21%	+$65.9K	﹤0.01%	1110
2025 Q1	$309K	Buy	11,989 +1,800	+18%	+$46.4K	﹤0.01%	1085
2024 Q4	$271K	Buy	+10,189	New	+$262K	﹤0.01%	1084

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

Equitable Holdings's CGSD Position: Q2 2026 in Review

Equitable Holdings reduced its Capital Group Short Duration Income ETF (CGSD) stake by 37% in Q2 2026, selling an estimated $803K and leaving 53,954 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #886.

Equitable Holdings first reported a position in CGSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.19M in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Equitable Holdings held 53,954 shares of Capital Group Short Duration Income ETF worth $1.39M as of Q2 2026.
Equitable Holdings sold 31,095 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $803K.
Capital Group Short Duration Income ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #886 holding.
Equitable Holdings first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 7 quarters since.
Equitable Holdings's Capital Group Short Duration Income ETF position peaked at $2.19M in Q1 2026.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.