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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Founders Financial Alliance's CGSD Position: Q1 2026 in Review

Founders Financial Alliance increased its Capital Group Short Duration Income ETF (CGSD) stake by 0.12% in Q1 2026, buying an estimated $1.82K and bringing the position to 57,314 shares worth $1.48M. The position accounts for 0.27% of the portfolio, ranked #94.

Founders Financial Alliance first reported a position in CGSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.49M in Q4 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Founders Financial Alliance held 57,314 shares of Capital Group Short Duration Income ETF worth $1.48M as of Q1 2026.
  • Founders Financial Alliance bought 70 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $1.82K.
  • Capital Group Short Duration Income ETF made up 0.27% of Founders Financial Alliance's portfolio in Q1 2026, its #94 holding.
  • Founders Financial Alliance first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Founders Financial Alliance's Capital Group Short Duration Income ETF position peaked at $1.49M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.