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ProCore Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

ProCore Advisors’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 		$237K Sell
9,220
-680
-7% -$17.6K 0.29% 75
2026
Q1 		$255K Sell
9,900
-7,465
-43% -$194K 0.39% 56
2025
Q4 		$452K Buy
+17,365
New +$452K 0.46% 42

Other funds holding CGSD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

ProCore Advisors's CGSD Position: Q2 2026 in Review

ProCore Advisors reduced its Capital Group Short Duration Income ETF (CGSD) stake by 6.9% in Q2 2026, selling an estimated $17.6K and leaving 9,220 shares worth $237K. The position accounts for 0.29% of the portfolio, ranked #75.

ProCore Advisors first reported a position in CGSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $452K in Q4 2025. 119 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • ProCore Advisors held 9,220 shares of Capital Group Short Duration Income ETF worth $237K as of Q2 2026.
  • ProCore Advisors sold 680 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $17.6K.
  • Capital Group Short Duration Income ETF made up 0.29% of ProCore Advisors's portfolio in Q2 2026, its #75 holding.
  • ProCore Advisors first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • ProCore Advisors's Capital Group Short Duration Income ETF position peaked at $452K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on ProCore Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.