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Cetera Advisor Networks’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$15.2M Buy
600,453
+15,754
+3% +$401K 0.08% 279
2023
Q4 		$14.9M Buy
584,699
+37,138
+7% +$937K 0.08% 249
2023
Q3 		$13.7M Buy
547,561
+363,496
+197% +$9.15M 0.09% 239
2023
Q2 		$4.62M Buy
+184,065
New +$4.69M 0.03% 523

Other funds holding CGSD

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Advisor Networks's CGSD Position: Q1 2024 in Review

Cetera Advisor Networks increased its Capital Group Short Duration Income ETF (CGSD) stake by 2.7% in Q1 2024, buying an estimated $401K and bringing the position to 600,453 shares worth $15.2M. The position accounts for 0.08% of the portfolio, ranked #279.

Cetera Advisor Networks first reported a position in CGSD in Q2 2023 and has held it in 4 quarters since. 80 funds tracked by Wall St. Rank hold CGSD as of Q1 2024.

  • Cetera Advisor Networks held 600,453 shares of Capital Group Short Duration Income ETF worth $15.2M as of Q1 2024.
  • Cetera Advisor Networks bought 15,754 Capital Group Short Duration Income ETF shares in Q1 2024, an estimated $401K.
  • Capital Group Short Duration Income ETF made up 0.08% of Cetera Advisor Networks's portfolio in Q1 2024, its #279 holding.
  • Cetera Advisor Networks first reported a position in Capital Group Short Duration Income ETF in Q2 2023 and has held it in 4 quarters since.
  • 80 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.