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

RFP Financial 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 Q2	–	Sell	-23,612	Closed	-$609K	–	65
2026 Q1	$609K	Sell	23,612 -773,506	-97%	-$20.1M	0.33%	33
2025 Q4	$20.7M	Buy	797,118 +308,120	+63%	+$8.02M	9.93%	3
2025 Q3	$12.7M	Buy	488,998 +463,454	+1,814%	+$12M	5.17%	4
2025 Q2	$662K	Sell	25,544 -3,405	-12%	-$88K	0.27%	50
2025 Q1	$747K	Sell	28,949 -223,476	-89%	-$5.76M	0.3%	55
2024 Q4	$6.47M	Buy	+252,425	New	+$6.49M	2.52%	10

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

RFP Financial Group's CGSD Position: Q2 2026 in Review

RFP Financial Group sold out of Capital Group Short Duration Income ETF (CGSD) in Q2 2026, closing a stake of 23,612 shares — an estimated $609K sold.

RFP Financial Group first reported a position in CGSD in Q4 2024 and held it in 6 quarters. The position peaked at $20.7M in Q4 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

RFP Financial Group reported no remaining Capital Group Short Duration Income ETF position as of Q2 2026 after selling out during the quarter.
RFP Financial Group sold 23,612 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $609K.
RFP Financial Group first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and held it in 6 quarters.
RFP Financial Group's Capital Group Short Duration Income ETF position peaked at $20.7M in Q4 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.