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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return