Superior Planning, LLC’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Superior Planning, LLC’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 Q3	$889K	Buy	+35,223	New	+$903K	0.37%	53

Other funds holding CGSD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's CGSD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q3 2026: 35,223 shares worth $889K. The stake represents 0.37% of the portfolio and ranks #53 among its holdings.

137 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

Superior Planning, LLC held 35,223 shares of Capital Group Short Duration Income ETF worth $889K as of Q3 2026.
Capital Group Short Duration Income ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group Short Duration Income ETF made up 0.37% of Superior Planning, LLC's portfolio in Q3 2026, its #53 holding.
137 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.