Strategic Family Wealth Counselors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Strategic Family Wealth Counselors’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	$454K	Hold	17,623	–	–	0.12%	100
2025 Q4	$458K	Hold	17,623	–	–	0.1%	126
2025 Q3	$458K	Hold	17,623	–	–	0.12%	102
2025 Q2	$457K	Hold	17,623	–	–	0.13%	97
2025 Q1	$455K	Hold	17,623	–	–	0.15%	85
2024 Q4	$452K	Hold	17,623	–	–	0.15%	84
2024 Q3	$457K	Hold	17,623	–	–	0.16%	81
2024 Q2	$448K	Buy	+17,623	New	+$447K	0.17%	75

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 $79.5B AUM 27.1% 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 $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Strategic Family Wealth Counselors's CGSD Position: Q1 2026 in Review

Strategic Family Wealth Counselors held its Capital Group Short Duration Income ETF (CGSD) position steady in Q1 2026 at 17,623 shares worth $454K. The position accounts for 0.12% of the portfolio, ranked #100.

Strategic Family Wealth Counselors first reported a position in CGSD in Q2 2024 and has held it in 8 quarters since. The position peaked at $458K in Q4 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Strategic Family Wealth Counselors held 17,623 shares of Capital Group Short Duration Income ETF worth $454K as of Q1 2026.
Strategic Family Wealth Counselors left its Capital Group Short Duration Income ETF share count unchanged in Q1 2026.
Capital Group Short Duration Income ETF made up 0.12% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #100 holding.
Strategic Family Wealth Counselors first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and has held it in 8 quarters since.
Strategic Family Wealth Counselors's Capital Group Short Duration Income ETF position peaked at $458K in Q4 2025.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.