Merit Financial Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Merit Financial 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	$51.6M	Buy	2,005,706 +23,345	+1%	+$603K	0.32%	63
2026 Q1	$51.1M	Buy	1,982,361 +71,433	+4%	+$1.86M	0.38%	58
2025 Q4	$49.7M	Buy	1,910,928 +88,085	+5%	+$2.29M	0.4%	56
2025 Q3	$47.4M	Buy	1,822,843 +1,802,416	+8,824%	+$46.8M	0.44%	52
2025 Q2	$530K	Buy	+20,427	New	+$528K	0.01%	1074

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Merit Financial Group's CGSD Position: Q2 2026 in Review

Merit Financial Group increased its Capital Group Short Duration Income ETF (CGSD) stake by 1.2% in Q2 2026, buying an estimated $603K and bringing the position to 2,005,706 shares worth $51.6M. The position accounts for 0.32% of the portfolio, ranked #63.

Merit Financial Group first reported a position in CGSD in Q2 2025 and has held it in 5 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Merit Financial Group held 2,005,706 shares of Capital Group Short Duration Income ETF worth $51.6M as of Q2 2026.
Merit Financial Group bought 23,345 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $603K.
Capital Group Short Duration Income ETF made up 0.32% of Merit Financial Group's portfolio in Q2 2026, its #63 holding.
Merit Financial Group first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.