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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

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CGPCS
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return