NWF Advisory Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

NWF Advisory 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 Q1	$4.26M	Sell	165,054 -4,160	-2%	-$108K	0.48%	51
2025 Q4	$4.4M	Sell	169,214 -10,446	-6%	-$272K	0.49%	49
2025 Q3	$4.67M	Sell	179,660 -1,416	-0.8%	-$36.8K	0.51%	47
2025 Q2	$4.7M	Sell	181,076 -1,289	-0.7%	-$33.3K	0.56%	43
2025 Q1	$4.71M	Buy	+182,365	New	+$4.7M	0.66%	39

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

NWF Advisory Services's CGSD Position: Q1 2026 in Review

NWF Advisory Services reduced its Capital Group Short Duration Income ETF (CGSD) stake by 2.5% in Q1 2026, selling an estimated $108K and leaving 165,054 shares worth $4.26M. The position accounts for 0.48% of the portfolio, ranked #51.

NWF Advisory Services first reported a position in CGSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.71M in Q1 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

NWF Advisory Services held 165,054 shares of Capital Group Short Duration Income ETF worth $4.26M as of Q1 2026.
NWF Advisory Services sold 4,160 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $108K.
Capital Group Short Duration Income ETF made up 0.48% of NWF Advisory Services's portfolio in Q1 2026, its #51 holding.
NWF Advisory Services first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 5 quarters since.
NWF Advisory Services's Capital Group Short Duration Income ETF position peaked at $4.71M in Q1 2025.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.