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 Q2	$299K	Sell	11,612 -8,020	-41%	-$207K	0.01%	873
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

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 22.96% 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

Sowell Financial Services's CGSD Position: Q2 2026 in Review

Sowell Financial Services reduced its Capital Group Short Duration Income ETF (CGSD) stake by 41% in Q2 2026, selling an estimated $207K and leaving 11,612 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #873.

Sowell Financial Services first reported a position in CGSD in Q3 2023 and has held it in 12 quarters since. The position peaked at $861K in Q2 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Sowell Financial Services held 11,612 shares of Capital Group Short Duration Income ETF worth $299K as of Q2 2026.
Sowell Financial Services sold 8,020 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $207K.
Capital Group Short Duration Income ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #873 holding.
Sowell Financial Services first reported a position in Capital Group Short Duration Income ETF in Q3 2023 and has held it in 12 quarters since.
Sowell Financial Services's Capital Group Short Duration Income ETF position peaked at $861K in Q2 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.