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 Q3	$4.11M	Sell	162,581 -1,549	-0.9%	-$39.7K	0.38%	58
2026 Q2	$4.22M	Sell	164,130 -924	-0.6%	-$23.9K	0.4%	54
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KOMWMG

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

RMP

Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return

NWF Advisory Services's CGSD Position: Q3 2026 in Review

NWF Advisory Services reduced its Capital Group Short Duration Income ETF (CGSD) stake by 0.94% in Q3 2026, selling an estimated $39.7K and leaving 162,581 shares worth $4.11M. The position accounts for 0.38% of the portfolio, ranked #58.

NWF Advisory Services first reported a position in CGSD in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.71M in Q1 2025. 35 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

NWF Advisory Services held 162,581 shares of Capital Group Short Duration Income ETF worth $4.11M as of Q3 2026.
NWF Advisory Services sold 1,549 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $39.7K.
Capital Group Short Duration Income ETF made up 0.38% of NWF Advisory Services's portfolio in Q3 2026, its #58 holding.
NWF Advisory Services first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 7 quarters since.
NWF Advisory Services's Capital Group Short Duration Income ETF position peaked at $4.71M in Q1 2025.
35 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.