SGI
CGSD icon

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

Summit Global Investments’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 		$276K Buy
10,739
+115
+1% +$2.97K 0.02% 468
2026
Q1 		$274K Buy
+10,624
New +$276K 0.02% 430

Other funds holding CGSD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Summit Global Investments's CGSD Position: Q2 2026 in Review

Summit Global Investments increased its Capital Group Short Duration Income ETF (CGSD) stake by 1.1% in Q2 2026, buying an estimated $2.97K and bringing the position to 10,739 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #468.

Summit Global Investments first reported a position in CGSD in Q1 2026 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Summit Global Investments held 10,739 shares of Capital Group Short Duration Income ETF worth $276K as of Q2 2026.
  • Summit Global Investments bought 115 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $2.97K.
  • Capital Group Short Duration Income ETF made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #468 holding.
  • Summit Global Investments first reported a position in Capital Group Short Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.