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Kerntke Otto McGlone Wealth Management Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$1.86M Buy
+72,305
New +$1.87M 1.12% 19

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

Kerntke Otto McGlone Wealth Management Group's CGSD Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q2 2026: 72,305 shares worth $1.86M. The stake represents 1.12% of the portfolio and ranks #19 among its holdings.

118 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 72,305 shares of Capital Group Short Duration Income ETF worth $1.86M as of Q2 2026.
  • Capital Group Short Duration Income ETF was a new Kerntke Otto McGlone Wealth Management Group position in Q2 2026.
  • Capital Group Short Duration Income ETF made up 1.12% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #19 holding.
  • 118 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.