SOL Capital Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

SOL Capital 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	–	Sell	-144,360	Closed	-$3.75M	–	94
2025 Q4	$3.75M	Buy	144,360 +4,460	+3%	+$116K	0.34%	83
2025 Q3	$3.63M	Buy	139,900 +2,465	+2%	+$64.1K	0.33%	84
2025 Q2	$3.56M	Sell	137,435 -6,410	-4%	-$166K	0.35%	79
2025 Q1	$3.71M	Buy	143,845 +11,003	+8%	+$283K	0.41%	70
2024 Q4	$3.41M	Buy	132,842 +23,865	+22%	+$614K	0.38%	76
2024 Q3	$2.82M	Buy	108,977 +9,725	+10%	+$250K	0.31%	91
2024 Q2	$2.52M	Sell	99,252 -12,140	-11%	-$308K	0.3%	95
2024 Q1	$2.83M	Buy	111,392 +4,110	+4%	+$105K	0.36%	86
2023 Q4	$2.73M	Buy	107,282 +60,042	+127%	+$1.51M	0.37%	81
2023 Q3	$1.18M	Buy	47,240 +2,805	+6%	+$70.6K	0.18%	131
2023 Q2	$1.12M	Buy	44,435 +7,710	+21%	+$196K	0.17%	136
2023 Q1	$937K	Buy	+36,725	New	+$935K	0.15%	150

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SOL Capital Management's CGSD Position: Q1 2026 in Review

SOL Capital Management sold out of Capital Group Short Duration Income ETF (CGSD) in Q1 2026, closing a stake of 144,360 shares — an estimated $3.75M sold.

SOL Capital Management first reported a position in CGSD in Q1 2023 and held it in 12 quarters. The position peaked at $3.75M in Q4 2025. 186 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

SOL Capital Management reported no remaining Capital Group Short Duration Income ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 144,360 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $3.75M.
SOL Capital Management first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and held it in 12 quarters.
SOL Capital Management's Capital Group Short Duration Income ETF position peaked at $3.75M in Q4 2025.
186 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.