Gateway Wealth Partners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Gateway Wealth Partners’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	$580K	Sell	22,525 -10,946	-33%	-$283K	0.03%	439
2026 Q1	$863K	Buy	33,471 +20,088	+150%	+$522K	0.03%	407
2025 Q4	$348K	Buy	13,383 +4,202	+46%	+$109K	0.04%	335
2025 Q3	$239K	Buy	+9,181	New	+$239K	0.03%	365
2025 Q2	–	Sell	-9,894	Closed	-$255K	–	359
2025 Q1	$255K	Buy	9,894 +1,390	+16%	+$35.8K	0.06%	269
2024 Q4	$218K	Buy	8,504 +10	+0.1%	+$257	0.06%	273
2024 Q3	$220K	Buy	+8,494	New	+$219K	0.06%	260

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

Gateway Wealth Partners's CGSD Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Capital Group Short Duration Income ETF (CGSD) stake by 33% in Q2 2026, selling an estimated $283K and leaving 22,525 shares worth $580K. The position accounts for 0.03% of the portfolio, ranked #439.

Gateway Wealth Partners first reported a position in CGSD in Q3 2024 and has held it in 7 quarters since. The position peaked at $863K in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Gateway Wealth Partners held 22,525 shares of Capital Group Short Duration Income ETF worth $580K as of Q2 2026.
Gateway Wealth Partners sold 10,946 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $283K.
Capital Group Short Duration Income ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #439 holding.
Gateway Wealth Partners first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and has held it in 7 quarters since.
Gateway Wealth Partners's Capital Group Short Duration Income ETF position peaked at $863K in Q1 2026.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.