MAI Capital Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

MAI Capital Management’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	$1.37M	Buy	53,328 +1,742	+3%	+$45K	0.01%	843
2026 Q1	$1.33M	Buy	51,586 +32,074	+164%	+$834K	0.01%	685
2025 Q4	$508K	Buy	19,512 +17,973	+1,168%	+$468K	﹤0.01%	957
2025 Q3	$40K	Buy	+1,539	New	+$40K	﹤0.01%	2056

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

MAI Capital Management's CGSD Position: Q2 2026 in Review

MAI Capital Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 3.4% in Q2 2026, buying an estimated $45K and bringing the position to 53,328 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #843.

MAI Capital Management first reported a position in CGSD in Q3 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

MAI Capital Management held 53,328 shares of Capital Group Short Duration Income ETF worth $1.37M as of Q2 2026.
MAI Capital Management bought 1,742 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $45K.
Capital Group Short Duration Income ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #843 holding.
MAI Capital Management first reported a position in Capital Group Short Duration Income ETF in Q3 2025 and has held it in 4 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.