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Smith, Moore & Co’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Smith, Moore & Co’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 		$409K Sell
15,864
-4,293
-21% -$112K 0.03% 368
2025
Q4 		$524K Sell
20,157
-2,718
-12% -$70.8K 0.04% 309
2025
Q3 		$594K Buy
+22,875
New +$594K 0.05% 292

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 $377B 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 $530B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Smith, Moore & Co's CGSD Position: Q1 2026 in Review

Smith, Moore & Co reduced its Capital Group Short Duration Income ETF (CGSD) stake by 21% in Q1 2026, selling an estimated $112K and leaving 15,864 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #368.

Smith, Moore & Co first reported a position in CGSD in Q3 2025 and has held it in 3 quarters since. The position peaked at $594K in Q3 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Smith, Moore & Co held 15,864 shares of Capital Group Short Duration Income ETF worth $409K as of Q1 2026.
  • Smith, Moore & Co sold 4,293 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $112K.
  • Capital Group Short Duration Income ETF made up 0.03% of Smith, Moore & Co's portfolio in Q1 2026, its #368 holding.
  • Smith, Moore & Co first reported a position in Capital Group Short Duration Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Smith, Moore & Co's Capital Group Short Duration Income ETF position peaked at $594K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.