Cetera Investment Advisers
CGSD icon

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

Cetera Investment Advisers’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
Q2 		$68.5M Buy
2,661,653
+174,498
+7% +$4.51M 0.06% 306
2026
Q1 		$64.1M Buy
2,487,155
+157,326
+7% +$4.09M 0.07% 284
2025
Q4 		$60.6M Buy
2,329,829
+249,622
+12% +$6.5M 0.07% 282
2025
Q3 		$54M Buy
2,080,207
+240,938
+13% +$6.26M 0.06% 298
2025
Q2 		$47.7M Buy
1,839,269
+321,670
+21% +$8.31M 0.08% 248
2025
Q1 		$39.2M Buy
1,517,599
+197,754
+15% +$5.09M 0.08% 269
2024
Q4 		$33.8M Buy
1,319,845
+103,978
+9% +$2.67M 0.07% 279
2024
Q3 		$31.5M Buy
1,215,867
+251,795
+26% +$6.48M 0.07% 292
2024
Q2 		$24.5M Buy
964,072
+24,259
+3% +$616K 0.06% 341
2024
Q1 		$23.9M Buy
939,813
+786,077
+511% +$20M 0.06% 334
2023
Q4 		$3.91M Buy
153,736
+27,670
+22% +$698K 0.03% 525
2023
Q3 		$3.16M Buy
126,066
+53,506
+74% +$1.35M 0.03% 575
2023
Q2 		$1.82M Sell
72,560
-26,874
-27% -$684K 0.02% 811
2023
Q1 		$2.54M Sell
99,434
-77
-0.1% -$1.96K 0.02% 655
2022
Q4 		$2.52M Buy
+99,511
New +$2.52M 0.02% 611

Other funds holding CGSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cetera Investment Advisers's CGSD Position: Q2 2026 in Review

Cetera Investment Advisers increased its Capital Group Short Duration Income ETF (CGSD) stake by 7% in Q2 2026, buying an estimated $4.51M and bringing the position to 2,661,653 shares worth $68.5M. The position accounts for 0.06% of the portfolio, ranked #306.

Cetera Investment Advisers first reported a position in CGSD in Q4 2022 and has held it in 15 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Cetera Investment Advisers held 2,661,653 shares of Capital Group Short Duration Income ETF worth $68.5M as of Q2 2026.
  • Cetera Investment Advisers bought 174,498 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $4.51M.
  • Capital Group Short Duration Income ETF made up 0.06% of Cetera Investment Advisers's portfolio in Q2 2026, its #306 holding.
  • Cetera Investment Advisers first reported a position in Capital Group Short Duration Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.