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

Waterloo Capital’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	$18.3M	Buy	+710,000	New	+$18.3M	1.03%	21

Other funds holding CGSD

Commonwealth Equity Services

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

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

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

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Thayer Financial Hickory, North Carolina $110M AUM

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Waterloo Capital's CGSD Position: Q2 2026 in Review

Waterloo Capital opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q2 2026: 710,000 shares worth $18.3M. The stake represents 1.03% of the portfolio and ranks #21 among its holdings.

80 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Waterloo Capital held 710,000 shares of Capital Group Short Duration Income ETF worth $18.3M as of Q2 2026.
Capital Group Short Duration Income ETF was a new Waterloo Capital position in Q2 2026.
Capital Group Short Duration Income ETF made up 1.03% of Waterloo Capital's portfolio in Q2 2026, its #21 holding.
80 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.