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 Q2	$1.22M	Buy	47,515 +12,622	+36%	+$326K	0.01%	1171
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 $1.89T 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

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

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

Steward Partners Investment Advisory's CGSD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Capital Group Short Duration Income ETF (CGSD) stake by 36% in Q2 2026, buying an estimated $326K and bringing the position to 47,515 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1171.

Steward Partners Investment Advisory first reported a position in CGSD in Q4 2024 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Steward Partners Investment Advisory held 47,515 shares of Capital Group Short Duration Income ETF worth $1.22M as of Q2 2026.
Steward Partners Investment Advisory bought 12,622 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $326K.
Capital Group Short Duration Income ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1171 holding.
Steward Partners Investment Advisory first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 7 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.