Wealthcare Advisory Partners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Wealthcare Advisory Partners’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	$245K	Sell	9,513 -7,907	-45%	-$204K	﹤0.01%	957
2026 Q1	$449K	Buy	17,420 +2,574	+17%	+$66.9K	0.01%	735
2025 Q4	$386K	Buy	+14,846	New	+$386K	0.01%	776

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

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

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

CGPCS

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthcare Advisory Partners's CGSD Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Capital Group Short Duration Income ETF (CGSD) stake by 45% in Q2 2026, selling an estimated $204K and leaving 9,513 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Wealthcare Advisory Partners first reported a position in CGSD in Q4 2025 and has held it in 3 quarters since. The position peaked at $449K in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Wealthcare Advisory Partners held 9,513 shares of Capital Group Short Duration Income ETF worth $245K as of Q2 2026.
Wealthcare Advisory Partners sold 7,907 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $204K.
Capital Group Short Duration Income ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #957 holding.
Wealthcare Advisory Partners first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
Wealthcare Advisory Partners's Capital Group Short Duration Income ETF position peaked at $449K in Q1 2026.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.