Kestra Private Wealth Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Kestra Private Wealth Services’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	$35M	Buy	1,359,525 +744,221	+121%	+$19.2M	0.38%	51
2026 Q1	$15.9M	Buy	615,304 +43,500	+8%	+$1.13M	0.2%	114
2025 Q4	$14.9M	Buy	571,804 +45,253	+9%	+$1.18M	0.18%	121
2025 Q3	$13.7M	Buy	526,551 +182,048	+53%	+$4.73M	0.18%	128
2025 Q2	$8.93M	Buy	344,503 +39,606	+13%	+$1.02M	0.13%	184
2025 Q1	$7.87M	Buy	304,897 +83,325	+38%	+$2.15M	0.13%	177
2024 Q4	$5.68M	Buy	221,572 +27,483	+14%	+$707K	0.1%	223
2024 Q3	$5.03M	Buy	194,089 +68,243	+54%	+$1.76M	0.09%	227
2024 Q2	$3.2M	Buy	+125,846	New	+$3.19M	0.06%	291

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

Kestra Private Wealth Services's CGSD Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Capital Group Short Duration Income ETF (CGSD) stake by 121% in Q2 2026, buying an estimated $19.2M and bringing the position to 1,359,525 shares worth $35M. The position accounts for 0.38% of the portfolio, ranked #51.

Kestra Private Wealth Services first reported a position in CGSD in Q2 2024 and has held it in 9 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Kestra Private Wealth Services held 1,359,525 shares of Capital Group Short Duration Income ETF worth $35M as of Q2 2026.
Kestra Private Wealth Services bought 744,221 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $19.2M.
Capital Group Short Duration Income ETF made up 0.38% of Kestra Private Wealth Services's portfolio in Q2 2026, its #51 holding.
Kestra Private Wealth Services first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.