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 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 $1.66T 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 $13.5B AUM 19.09% 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

Principal Securities's CGSD Position: Q1 2026 in Review

Principal Securities sold out of Capital Group Short Duration Income ETF (CGSD) in Q1 2026, closing a stake of 8,300 shares — an estimated $216K sold.

Principal Securities first reported a position in CGSD in Q4 2023 and held it in 9 quarters. The position peaked at $216K in Q4 2025. 186 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Principal Securities reported no remaining Capital Group Short Duration Income ETF position as of Q1 2026 after selling out during the quarter.
Principal Securities sold 8,300 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $216K.
Principal Securities first reported a position in Capital Group Short Duration Income ETF in Q4 2023 and held it in 9 quarters.
Principal Securities's Capital Group Short Duration Income ETF position peaked at $216K in Q4 2025.
186 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.