Wealth Enhancement Advisory Services
CGSD icon

Wealth Enhancement Advisory Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Wealth Enhancement Advisory Services’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 		$16.6M Buy
646,055
+57,185
+10% +$1.48M 0.03% 499
2026
Q1 		$15.2M Sell
588,870
-239,727
-29% -$6.23M 0.03% 468
2025
Q4 		$21.6M Buy
828,597
+78,939
+11% +$2.06M 0.03% 458
2025
Q3 		$19.5M Buy
749,658
+108,951
+17% +$2.83M 0.03% 457
2025
Q2 		$16.6M Buy
640,707
+173,808
+37% +$4.49M 0.03% 476
2025
Q1 		$12.1M Buy
466,899
+161,071
+53% +$4.15M 0.02% 527
2024
Q4 		$7.84M Buy
305,828
+189,953
+164% +$4.89M 0.02% 635
2024
Q3 		$3M Buy
115,875
+59,802
+107% +$1.54M 0.01% 895
2024
Q2 		$1.42M Buy
56,073
+38,937
+227% +$988K ﹤0.01% 1130
2024
Q1 		$435K Buy
17,136
+195
+1% +$4.97K ﹤0.01% 1668
2023
Q4 		$431K Buy
+16,941
New +$427K ﹤0.01% 1606

Other funds holding CGSD

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM

Wealth Enhancement Advisory Services's CGSD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group Short Duration Income ETF (CGSD) stake by 9.7% in Q2 2026, buying an estimated $1.48M and bringing the position to 646,055 shares worth $16.6M. The position accounts for 0.03% of the portfolio, ranked #499.

Wealth Enhancement Advisory Services first reported a position in CGSD in Q4 2023 and has held it in 11 quarters since. The position peaked at $21.6M in Q4 2025. 32 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 646,055 shares of Capital Group Short Duration Income ETF worth $16.6M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 57,185 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $1.48M.
  • Capital Group Short Duration Income ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #499 holding.
  • Wealth Enhancement Advisory Services first reported a position in Capital Group Short Duration Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Capital Group Short Duration Income ETF position peaked at $21.6M in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.