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Wealth Science Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Wealth Science 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
Q2 		$9.06M Buy
352,270
+266,227
+309% +$6.87M 4.03% 5
2026
Q1 		$2.24M Hold
86,043
– – 1.26% 15
2025
Q4 		$2.24M Buy
+86,043
New +$2.24M 1.29% 15

Other funds holding CGSD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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 22.96% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wealth Science Advisors's CGSD Position: Q2 2026 in Review

Wealth Science Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 309% in Q2 2026, buying an estimated $6.87M and bringing the position to 352,270 shares worth $9.06M. The position accounts for 4.03% of the portfolio, ranked #5.

Wealth Science Advisors first reported a position in CGSD in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Wealth Science Advisors held 352,270 shares of Capital Group Short Duration Income ETF worth $9.06M as of Q2 2026.
  • Wealth Science Advisors bought 266,227 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $6.87M.
  • Capital Group Short Duration Income ETF made up 4.03% of Wealth Science Advisors's portfolio in Q2 2026, its #5 holding.
  • Wealth Science Advisors first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Wealth Science Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.