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

Cetera Advisors’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 		$4.04M Buy
159,209
+1,504
+1% +$38.3K 0.03% 524
2023
Q4 		$4.01M Buy
157,705
+2,239
+1% +$56.5K 0.06% 331
2023
Q3 		$3.89M Sell
155,466
-1,141
-0.7% -$28.7K 0.06% 308
2023
Q2 		$3.93M Buy
156,607
+140,976
+902% +$3.59M 0.06% 294
2023
Q1 		$399K Buy
+15,631
New +$398K 0.01% 1134

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 $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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Cetera Advisors's CGSD Position: Q1 2024 in Review

Cetera Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 0.95% in Q1 2024, buying an estimated $38.3K and bringing the position to 159,209 shares worth $4.04M. The position accounts for 0.03% of the portfolio, ranked #524.

Cetera Advisors first reported a position in CGSD in Q1 2023 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold CGSD as of Q1 2024.

  • Cetera Advisors held 159,209 shares of Capital Group Short Duration Income ETF worth $4.04M as of Q1 2024.
  • Cetera Advisors bought 1,504 Capital Group Short Duration Income ETF shares in Q1 2024, an estimated $38.3K.
  • Capital Group Short Duration Income ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #524 holding.
  • Cetera Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2023 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2024.

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