SFS
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Sowell Financial Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Sowell Financial Services’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 		$506K Sell
19,632
-2,101
-10% -$54.6K 0.02% 632
2025
Q4 		$565K Sell
21,733
-10,193
-32% -$265K 0.02% 606
2025
Q3 		$829K Sell
31,926
-1,291
-4% -$33.5K 0.03% 482
2025
Q2 		$861K Buy
33,217
+17,581
+112% +$454K 0.04% 455
2025
Q1 		$404K Buy
15,636
+222
+1% +$5.72K 0.02% 650
2024
Q4 		$395K Buy
15,414
+1,264
+9% +$32.5K 0.02% 433
2024
Q3 		$367K Sell
14,150
-11,744
-45% -$302K 0.02% 481
2024
Q2 		$658K Sell
25,894
-1,852
-7% -$47K 0.03% 398
2024
Q1 		$707K Buy
27,746
+14,099
+103% +$359K 0.03% 400
2023
Q4 		$349K Sell
13,647
-1,808
-12% -$45.6K 0.02% 473
2023
Q3 		$388K Buy
+15,455
New +$389K 0.02% 435

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Commonwealth Equity Services
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CGPCS
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 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