FFA
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Florida Financial Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Florida Financial 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 		$250K Buy
+9,723
New +$251K 0.04% 311

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Florida Financial Advisors's CGSD Position: Q2 2026 in Review

Florida Financial Advisors opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q2 2026: 9,723 shares worth $250K. The stake represents 0.04% of the portfolio and ranks #311 among its holdings.

188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Florida Financial Advisors held 9,723 shares of Capital Group Short Duration Income ETF worth $250K as of Q2 2026.
  • Capital Group Short Duration Income ETF was a new Florida Financial Advisors position in Q2 2026.
  • Capital Group Short Duration Income ETF made up 0.04% of Florida Financial Advisors's portfolio in Q2 2026, its #311 holding.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.