USCWA
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U.S. Capital Wealth Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

U.S. Capital Wealth Advisors’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 		$480K Sell
18,619
-2,000
-10% -$52K 0.01% 686
2025
Q4 		$536K Buy
20,619
+11,070
+116% +$288K 0.01% 640
2025
Q3 		$248K Sell
9,549
-1,421
-13% -$36.9K 0.01% 825
2025
Q2 		$285K Hold
10,970
– – 0.01% 732
2025
Q1 		$283K Sell
10,970
-500
-4% -$12.9K 0.01% 713
2024
Q4 		$294K Hold
11,470
– – 0.01% 691
2024
Q3 		$297K Buy
+11,470
New +$295K 0.01% 589

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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 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