Prospera Financial Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Prospera Financial 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 Q2	$1.23M	Buy	47,677 +8,425	+21%	+$218K	0.02%	684
2026 Q1	$1.01M	Buy	39,252 +28,080	+251%	+$730K	0.02%	708
2025 Q4	$291K	Sell	11,172 -8,519	-43%	-$222K	﹤0.01%	1164
2025 Q3	$512K	Buy	19,691 +3,550	+22%	+$92.3K	0.01%	923
2025 Q2	$419K	Sell	16,141 -317	-2%	-$8.19K	0.01%	969
2025 Q1	$425K	Sell	16,458 -668	-4%	-$17.2K	0.01%	848
2024 Q4	$439K	Buy	17,126 +3	+0%	+$77	0.01%	781
2024 Q3	$444K	Hold	17,123	–	–	0.01%	764
2024 Q2	$435K	Buy	+17,123	New	+$435K	0.01%	759

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

Prospera Financial Services's CGSD Position: Q2 2026 in Review

Prospera Financial Services increased its Capital Group Short Duration Income ETF (CGSD) stake by 21% in Q2 2026, buying an estimated $218K and bringing the position to 47,677 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #684.

Prospera Financial Services first reported a position in CGSD in Q2 2024 and has held it in 9 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Prospera Financial Services held 47,677 shares of Capital Group Short Duration Income ETF worth $1.23M as of Q2 2026.
Prospera Financial Services bought 8,425 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $218K.
Capital Group Short Duration Income ETF made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #684 holding.
Prospera Financial Services first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.