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

Spire Wealth 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 Q2	$133K	Buy	5,183 +57	+1%	+$1.47K	﹤0.01%	901
2026 Q1	$132K	Buy	5,126 +31	+0.6%	+$806	﹤0.01%	904
2025 Q4	$133K	Buy	5,095 +79	+2%	+$2.06K	﹤0.01%	910
2025 Q3	$130K	Buy	5,016 +58	+1%	+$1.51K	﹤0.01%	913
2025 Q2	$129K	Buy	4,958 +55	+1%	+$1.42K	﹤0.01%	883
2025 Q1	$127K	Buy	4,903 +72	+1%	+$1.85K	﹤0.01%	950
2024 Q4	$124K	Buy	+4,831	New	+$124K	﹤0.01%	963

Other funds holding CGSD

MFG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Thayer Financial Hickory, North Carolina $110M AUM

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

RMP

Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return

Spire Wealth Management's CGSD Position: Q2 2026 in Review

Spire Wealth Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 1.1% in Q2 2026, buying an estimated $1.47K and bringing the position to 5,183 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Spire Wealth Management first reported a position in CGSD in Q4 2024 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Spire Wealth Management held 5,183 shares of Capital Group Short Duration Income ETF worth $133K as of Q2 2026.
Spire Wealth Management bought 57 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $1.47K.
Capital Group Short Duration Income ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #901 holding.
Spire Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 7 quarters since.
34 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.