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J. Derek Lewis & Associates’s Capital Group Short Duration Income ETF CGSD Stock Holding History

J. Derek Lewis & Associates’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 		$458K Sell
17,796
-989
-5% -$25.5K 0.09% 113
2026
Q1 		$484K Sell
18,785
-1,079
-5% -$28.1K 0.11% 107
2025
Q4 		$517K Buy
+19,864
New +$517K 0.12% 91

Other funds holding CGSD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

J. Derek Lewis & Associates's CGSD Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its Capital Group Short Duration Income ETF (CGSD) stake by 5.3% in Q2 2026, selling an estimated $25.5K and leaving 17,796 shares worth $458K. The position accounts for 0.09% of the portfolio, ranked #113.

J. Derek Lewis & Associates first reported a position in CGSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $517K in Q4 2025. 118 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • J. Derek Lewis & Associates held 17,796 shares of Capital Group Short Duration Income ETF worth $458K as of Q2 2026.
  • J. Derek Lewis & Associates sold 989 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $25.5K.
  • Capital Group Short Duration Income ETF made up 0.09% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #113 holding.
  • J. Derek Lewis & Associates first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Capital Group Short Duration Income ETF position peaked at $517K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.