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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
Q2 		$428K Buy
16,634
+770
+5% +$19.9K 0.03% 387
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Smith, Moore & Co's CGSD Position: Q2 2026 in Review

Smith, Moore & Co increased its Capital Group Short Duration Income ETF (CGSD) stake by 4.9% in Q2 2026, buying an estimated $19.9K and bringing the position to 16,634 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #387.

Smith, Moore & Co first reported a position in CGSD in Q3 2025 and has held it in 4 quarters since. The position peaked at $594K in Q3 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Smith, Moore & Co held 16,634 shares of Capital Group Short Duration Income ETF worth $428K as of Q2 2026.
  • Smith, Moore & Co bought 770 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $19.9K.
  • Capital Group Short Duration Income ETF made up 0.03% of Smith, Moore & Co's portfolio in Q2 2026, its #387 holding.
  • Smith, Moore & Co first reported a position in Capital Group Short Duration Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Smith, Moore & Co's Capital Group Short Duration Income ETF position peaked at $594K in Q3 2025.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.