Private Advisor Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Private Advisor 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 Q1	$13.4M	Buy	520,838 +50,685	+11%	+$1.32M	0.06%	321
2025 Q4	$12.2M	Buy	470,153 +65,133	+16%	+$1.7M	0.06%	336
2025 Q3	$10.5M	Buy	405,020 +87,749	+28%	+$2.28M	0.05%	367
2025 Q2	$8.23M	Sell	317,271 -22,005	-6%	-$568K	0.04%	413
2025 Q1	$8.76M	Buy	339,276 +130,932	+63%	+$3.37M	0.05%	373
2024 Q4	$5.34M	Buy	208,344 +12,858	+7%	+$331K	0.03%	510
2024 Q3	$5.07M	Buy	195,486 +160,865	+465%	+$4.14M	0.03%	519
2024 Q2	$880K	Buy	34,621 +9,083	+36%	+$231K	0.01%	1259
2024 Q1	$649K	Buy	25,538 +4,390	+21%	+$112K	﹤0.01%	1372
2023 Q4	$538K	Buy	21,148 +10,143	+92%	+$256K	﹤0.01%	1419
2023 Q3	$276K	Buy	+11,005	New	+$277K	﹤0.01%	1680

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

Private Advisor Group's CGSD Position: Q1 2026 in Review

Private Advisor Group increased its Capital Group Short Duration Income ETF (CGSD) stake by 11% in Q1 2026, buying an estimated $1.32M and bringing the position to 520,838 shares worth $13.4M. The position accounts for 0.06% of the portfolio, ranked #321.

Private Advisor Group first reported a position in CGSD in Q3 2023 and has held it in 11 quarters since. 186 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Private Advisor Group held 520,838 shares of Capital Group Short Duration Income ETF worth $13.4M as of Q1 2026.
Private Advisor Group bought 50,685 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $1.32M.
Capital Group Short Duration Income ETF made up 0.06% of Private Advisor Group's portfolio in Q1 2026, its #321 holding.
Private Advisor Group first reported a position in Capital Group Short Duration Income ETF in Q3 2023 and has held it in 11 quarters since.
186 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.