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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's CGSD Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Capital Group Short Duration Income ETF (CGSD) stake by 9.7% in Q1 2026, selling an estimated $52K and leaving 18,619 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #686.

U.S. Capital Wealth Advisors first reported a position in CGSD in Q3 2024 and has held it in 7 quarters since. The position peaked at $536K in Q4 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

U.S. Capital Wealth Advisors held 18,619 shares of Capital Group Short Duration Income ETF worth $480K as of Q1 2026.
U.S. Capital Wealth Advisors sold 2,000 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $52K.
Capital Group Short Duration Income ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #686 holding.
U.S. Capital Wealth Advisors first reported a position in Capital Group Short Duration Income ETF in Q3 2024 and has held it in 7 quarters since.
U.S. Capital Wealth Advisors's Capital Group Short Duration Income ETF position peaked at $536K in Q4 2025.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.