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

Sovran 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 Q2	$3.79M	Buy	147,186 +14,317	+11%	+$370K	0.28%	96
2026 Q1	$3.43M	Sell	132,869 -1,240	-0.9%	-$32.2K	0.27%	96
2025 Q4	$3.49M	Sell	134,109 -6,499	-5%	-$169K	0.3%	95
2025 Q3	$3.66M	Buy	140,608 +23,369	+20%	+$607K	0.32%	86
2025 Q2	$3.03M	Buy	117,239 +64,635	+123%	+$1.67M	0.32%	89
2025 Q1	$1.36M	Buy	+52,604	New	+$1.36M	0.18%	140

Other funds holding CGSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MFG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sovran Advisors's CGSD Position: Q2 2026 in Review

Sovran Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 11% in Q2 2026, buying an estimated $370K and bringing the position to 147,186 shares worth $3.79M. The position accounts for 0.28% of the portfolio, ranked #96.

Sovran Advisors first reported a position in CGSD in Q1 2025 and has held it in 6 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Sovran Advisors held 147,186 shares of Capital Group Short Duration Income ETF worth $3.79M as of Q2 2026.
Sovran Advisors bought 14,317 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $370K.
Capital Group Short Duration Income ETF made up 0.28% of Sovran Advisors's portfolio in Q2 2026, its #96 holding.
Sovran Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 6 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.