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 Q2	$294K	Buy	11,420 +328	+3%	+$8.47K	﹤0.01%	1417
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 $1.89T 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

CGPCS

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 22.96% 1-Year Est. Return

MFG

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

Stratos Wealth Partners's CGSD Position: Q2 2026 in Review

Stratos Wealth Partners increased its Capital Group Short Duration Income ETF (CGSD) stake by 3% in Q2 2026, buying an estimated $8.47K and bringing the position to 11,420 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Stratos Wealth Partners first reported a position in CGSD in Q3 2024 and has held it in 6 quarters since. The position peaked at $692K in Q3 2025. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Stratos Wealth Partners held 11,420 shares of Capital Group Short Duration Income ETF worth $294K as of Q2 2026.
Stratos Wealth Partners bought 328 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $8.47K.
Capital Group Short Duration Income ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1417 holding.
Stratos Wealth Partners first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and has held it in 6 quarters since.
Stratos Wealth Partners's Capital Group Short Duration Income ETF position peaked at $692K in Q3 2025.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.