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

Souders Financial Advisors’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	$12.6M	Buy	489,982 +34,114	+7%	+$887K	1.44%	19
2025 Q4	$11.9M	Buy	455,868 +21,123	+5%	+$550K	1.36%	21
2025 Q3	$11.3M	Buy	434,745 +36,227	+9%	+$941K	1.34%	22
2025 Q2	$10.3M	Buy	398,518 +33,415	+9%	+$863K	1.32%	22
2025 Q1	$9.42M	Buy	365,103 +51,768	+17%	+$1.33M	1.32%	21
2024 Q4	$8.03M	Buy	313,335 +44,628	+17%	+$1.15M	1.12%	24
2024 Q3	$6.96M	Buy	268,707 +31,468	+13%	+$810K	0.97%	27
2024 Q2	$6.03M	Buy	237,239 +7,199	+3%	+$183K	0.91%	30
2024 Q1	$5.84M	Buy	230,040 +24,555	+12%	+$625K	0.92%	30
2023 Q4	$5.23M	Buy	205,485 +22,450	+12%	+$566K	0.9%	30
2023 Q3	$4.58M	Sell	183,035 -195	-0.1%	-$4.91K	0.88%	33
2023 Q2	$4.6M	Buy	183,230 +87,017	+90%	+$2.22M	0.88%	32
2023 Q1	$2.46M	Buy	96,213 +23,193	+32%	+$591K	0.52%	63
2022 Q4	$1.85M	Buy	+73,020	New	+$1.85M	0.42%	66

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

Souders Financial Advisors's CGSD Position: Q1 2026 in Review

Souders Financial Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 7.5% in Q1 2026, buying an estimated $887K and bringing the position to 489,982 shares worth $12.6M. The position accounts for 1.44% of the portfolio, ranked #19.

Souders Financial Advisors first reported a position in CGSD in Q4 2022 and has held it in 14 quarters since. 186 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Souders Financial Advisors held 489,982 shares of Capital Group Short Duration Income ETF worth $12.6M as of Q1 2026.
Souders Financial Advisors bought 34,114 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $887K.
Capital Group Short Duration Income ETF made up 1.44% of Souders Financial Advisors's portfolio in Q1 2026, its #19 holding.
Souders Financial Advisors first reported a position in Capital Group Short Duration Income ETF in Q4 2022 and has held it in 14 quarters since.
186 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.