Founders Financial Alliance’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Founders Financial Alliance’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	$1.06M	Sell	41,389 -15,925	-28%	-$411K	0.14%	145
2026 Q1	$1.48M	Buy	57,314 +70	+0.1%	+$1.82K	0.27%	94
2025 Q4	$1.49M	Buy	57,244 +10,375	+22%	+$270K	0.28%	87
2025 Q3	$1.22M	Buy	46,869 +1,935	+4%	+$50.3K	0.23%	98
2025 Q2	$1.17M	Buy	44,934 +24,034	+115%	+$621K	0.27%	92
2025 Q1	$539K	Buy	+20,900	New	+$538K	0.13%	160

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

Founders Financial Alliance's CGSD Position: Q2 2026 in Review

Founders Financial Alliance reduced its Capital Group Short Duration Income ETF (CGSD) stake by 28% in Q2 2026, selling an estimated $411K and leaving 41,389 shares worth $1.06M. The position accounts for 0.14% of the portfolio, ranked #145.

Founders Financial Alliance first reported a position in CGSD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.49M in Q4 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Founders Financial Alliance held 41,389 shares of Capital Group Short Duration Income ETF worth $1.06M as of Q2 2026.
Founders Financial Alliance sold 15,925 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $411K.
Capital Group Short Duration Income ETF made up 0.14% of Founders Financial Alliance's portfolio in Q2 2026, its #145 holding.
Founders Financial Alliance first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 6 quarters since.
Founders Financial Alliance's Capital Group Short Duration Income ETF position peaked at $1.49M in Q4 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.