Janney Montgomery Scott
CGSD icon

Janney Montgomery Scott’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Janney Montgomery Scott’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 		$2.24M Buy
86,976
+7,058
+9% +$182K ﹤0.01% 1419
2026
Q1 		$2.06M Buy
79,918
+26,545
+50% +$690K 0.01% 1262
2025
Q4 		$1.39M Buy
53,373
+20,928
+65% +$545K ﹤0.01% 1540
2025
Q3 		$843K Buy
32,445
+9,619
+42% +$250K ﹤0.01% 1808
2025
Q2 		$592K Buy
22,826
+2,882
+14% +$74.5K ﹤0.01% 1908
2025
Q1 		$515K Buy
19,944
+3,821
+24% +$98.4K ﹤0.01% 1963
2024
Q4 		$413K Buy
16,123
+1,459
+10% +$37.5K ﹤0.01% 2111
2024
Q3 		$380K Sell
14,664
-10
-0.1% -$257 ﹤0.01% 2143
2024
Q2 		$373K Buy
14,674
+43
+0.3% +$1.09K ﹤0.01% 2085
2024
Q1 		$372K Sell
14,631
-50
-0.3% -$1.27K ﹤0.01% 2194
2023
Q4 		$374K Buy
14,681
+127
+0.9% +$3.2K ﹤0.01% 2093
2023
Q3 		$364K Buy
14,554
+3,475
+31% +$87.5K ﹤0.01% 2006
2023
Q2 		$278K Buy
+11,079
New +$282K ﹤0.01% 2275

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

Janney Montgomery Scott's CGSD Position: Q2 2026 in Review

Janney Montgomery Scott increased its Capital Group Short Duration Income ETF (CGSD) stake by 8.8% in Q2 2026, buying an estimated $182K and bringing the position to 86,976 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Janney Montgomery Scott first reported a position in CGSD in Q2 2023 and has held it in 13 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Janney Montgomery Scott held 86,976 shares of Capital Group Short Duration Income ETF worth $2.24M as of Q2 2026.
  • Janney Montgomery Scott bought 7,058 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $182K.
  • Capital Group Short Duration Income ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1419 holding.
  • Janney Montgomery Scott first reported a position in Capital Group Short Duration Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.