Principal Securities’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Principal Securities’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	$231K	Buy	+8,987	New	+$232K	﹤0.01%	1455
2026 Q1	–	Sell	-8,300	Closed	-$216K	–	1421
2025 Q4	$216K	Hold	8,300	–	–	﹤0.01%	1293
2025 Q3	$216K	Hold	8,300	–	–	﹤0.01%	1255
2025 Q2	$215K	Hold	8,300	–	–	﹤0.01%	1207
2025 Q1	$213K	Hold	8,300	–	–	﹤0.01%	1107
2024 Q4	$213K	Hold	8,300	–	–	﹤0.01%	1106
2024 Q3	$215K	Hold	8,300	–	–	0.01%	1073
2024 Q2	$211K	Hold	8,300	–	–	0.01%	1019
2024 Q1	$211K	Hold	8,300	–	–	0.01%	992
2023 Q4	$211K	Buy	+8,300	New	+$209K	0.01%	916

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

Principal Securities's CGSD Position: Q2 2026 in Review

Principal Securities opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q2 2026: 8,987 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1455 among its holdings. This is a return to the name: Principal Securities previously reported a position in CGSD as recently as Q4 2025.

Principal Securities first reported a position in CGSD in Q4 2023 and has held it in 10 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Principal Securities held 8,987 shares of Capital Group Short Duration Income ETF worth $231K as of Q2 2026.
Capital Group Short Duration Income ETF was a new Principal Securities position in Q2 2026.
Capital Group Short Duration Income ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1455 holding.
Principal Securities first reported a position in Capital Group Short Duration Income ETF in Q4 2023 and has held it in 10 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.