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Summit Financial’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Summit Financial’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 		$1.47M Buy
57,004
+836
+1% +$21.7K 0.02% 657
2025
Q4 		$1.46M Buy
56,168
+2,512
+5% +$65.4K 0.02% 558
2025
Q3 		$1.39M Buy
+53,656
New +$1.39M 0.02% 562

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
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

Summit Financial's CGSD Position: Q1 2026 in Review

Summit Financial increased its Capital Group Short Duration Income ETF (CGSD) stake by 1.5% in Q1 2026, buying an estimated $21.7K and bringing the position to 57,004 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #657.

Summit Financial first reported a position in CGSD in Q3 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Summit Financial held 57,004 shares of Capital Group Short Duration Income ETF worth $1.47M as of Q1 2026.
  • Summit Financial bought 836 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $21.7K.
  • Capital Group Short Duration Income ETF made up 0.02% of Summit Financial's portfolio in Q1 2026, its #657 holding.
  • Summit Financial first reported a position in Capital Group Short Duration Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.