SAM
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Smartleaf Asset Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Smartleaf Asset Management’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 		$131K Buy
5,089
+319
+7% +$8.3K ﹤0.01% 981
2025
Q4 		$124K Sell
4,770
-130
-3% -$3.38K ﹤0.01% 1065
2025
Q3 		$127K Sell
4,900
-123
-2% -$3.2K 0.01% 938
2025
Q2 		$130K Sell
5,023
-111
-2% -$2.87K 0.01% 760
2025
Q1 		$133K Sell
5,134
-407
-7% -$10.5K 0.01% 723
2024
Q4 		$142K Buy
5,541
+75
+1% +$1.93K 0.01% 672
2024
Q3 		$142K Buy
+5,466
New +$141K 0.02% 604

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
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