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

Atria Wealth Solutions’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
2025 Q2	$3.19M	Sell	123,450 -4,591	-4%	-$119K	0.07%	299
2025 Q1	$3.3M	Sell	128,041 -1,704	-1%	-$43.9K	0.04%	461
2024 Q4	$3.33M	Buy	129,745 +54,991	+74%	+$1.41M	0.04%	475
2024 Q3	$1.94M	Buy	74,754 +751	+1%	+$19.3K	0.02%	648
2024 Q2	$1.88M	Buy	74,003 +42,279	+133%	+$1.07M	0.02%	646
2024 Q1	$807K	Sell	31,724 -50,666	-61%	-$1.29M	0.01%	1011
2023 Q4	$2.1M	Sell	82,390 -5,847	-7%	-$148K	0.03%	591
2023 Q3	$2.21M	Buy	88,237 +53,142	+151%	+$1.34M	0.03%	525
2023 Q2	$881K	Buy	35,095 +7,225	+26%	+$184K	0.01%	892
2023 Q1	$714K	Buy	+27,870	New	+$710K	0.01%	956

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $1.12B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's CGSD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Capital Group Short Duration Income ETF (CGSD) stake by 3.6% in Q2 2025, selling an estimated $119K and leaving 123,450 shares worth $3.19M. The position accounts for 0.07% of the portfolio, ranked #299.

Atria Wealth Solutions first reported a position in CGSD in Q1 2023 and has held it in 10 quarters since. The position peaked at $3.33M in Q4 2024. 148 funds tracked by Wall St. Rank hold CGSD as of Q2 2025.

Atria Wealth Solutions held 123,450 shares of Capital Group Short Duration Income ETF worth $3.19M as of Q2 2025.
Atria Wealth Solutions sold 4,591 Capital Group Short Duration Income ETF shares in Q2 2025, an estimated $119K.
Capital Group Short Duration Income ETF made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #299 holding.
Atria Wealth Solutions first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 10 quarters since.
Atria Wealth Solutions's Capital Group Short Duration Income ETF position peaked at $3.33M in Q4 2024.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.