Steward Partners Investment Advisory’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Steward Partners Investment Advisory’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	$900K	Buy	34,893 +22,703	+186%	+$590K	﹤0.01%	1220
2025 Q4	$317K	Buy	12,190 +5,834	+92%	+$152K	﹤0.01%	1679
2025 Q3	$165K	Buy	6,356 +11	+0.2%	+$286	﹤0.01%	1962
2025 Q2	$165K	Sell	6,345 -1,167	-16%	-$30.1K	﹤0.01%	1850
2025 Q1	$194K	Buy	7,512 +963	+15%	+$24.8K	﹤0.01%	1665
2024 Q4	$168K	Buy	+6,549	New	+$168K	﹤0.01%	1709

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

Steward Partners Investment Advisory's CGSD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Capital Group Short Duration Income ETF (CGSD) stake by 186% in Q1 2026, buying an estimated $590K and bringing the position to 34,893 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Steward Partners Investment Advisory first reported a position in CGSD in Q4 2024 and has held it in 6 quarters since. 186 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Steward Partners Investment Advisory held 34,893 shares of Capital Group Short Duration Income ETF worth $900K as of Q1 2026.
Steward Partners Investment Advisory bought 22,703 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $590K.
Capital Group Short Duration Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1220 holding.
Steward Partners Investment Advisory first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 6 quarters since.
186 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.