Stratos Wealth Partners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Stratos Wealth Partners’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	$286K	Buy	+11,092	New	+$288K	﹤0.01%	1351
2025 Q4	–	Sell	-26,630	Closed	-$692K	–	1599
2025 Q3	$692K	Buy	26,630 +3,407	+15%	+$88.5K	0.01%	894
2025 Q2	$602K	Buy	+23,223	New	+$600K	0.01%	861
2025 Q1	–	Sell	-12,090	Closed	-$310K	–	1387
2024 Q4	$310K	Sell	12,090 -795	-6%	-$20.4K	﹤0.01%	1136
2024 Q3	$334K	Buy	+12,885	New	+$332K	﹤0.01%	1100

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 $16.4B AUM 25.17% 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

Stratos Wealth Partners's CGSD Position: Q1 2026 in Review

Stratos Wealth Partners opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q1 2026: 11,092 shares worth $286K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in CGSD as recently as Q3 2025.

Stratos Wealth Partners first reported a position in CGSD in Q3 2024 and has held it in 5 quarters since. The position peaked at $692K in Q3 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Stratos Wealth Partners held 11,092 shares of Capital Group Short Duration Income ETF worth $286K as of Q1 2026.
Capital Group Short Duration Income ETF was a new Stratos Wealth Partners position in Q1 2026.
Capital Group Short Duration Income ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1351 holding.
Stratos Wealth Partners first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and has held it in 5 quarters since.
Stratos Wealth Partners's Capital Group Short Duration Income ETF position peaked at $692K in Q3 2025.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.