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

Atria Investments’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 Q1	$293K	Buy	+11,346	New	+$295K	﹤0.01%	1772

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

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

Atria Investments's CGSD Position: Q1 2026 in Review

Atria Investments opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q1 2026: 11,346 shares worth $293K. The stake represents ﹤0.01% of the portfolio and ranks #1772 among its holdings.

187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

Atria Investments held 11,346 shares of Capital Group Short Duration Income ETF worth $293K as of Q1 2026.
Capital Group Short Duration Income ETF was a new Atria Investments position in Q1 2026.
Capital Group Short Duration Income ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1772 holding.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.