Congress Wealth Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Congress Wealth Management’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	$658K	Buy	25,376 +2,034	+9%	+$52.5K	0.01%	832
2025 Q1	$603K	Buy	+23,342	New	+$601K	0.01%	759

Other funds holding CGSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $1.12B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Congress Wealth Management's CGSD Position: Q2 2025 in Review

Congress Wealth Management increased its Capital Group Short Duration Income ETF (CGSD) stake by 8.7% in Q2 2025, buying an estimated $52.5K and bringing the position to 25,376 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #832.

Congress Wealth Management first reported a position in CGSD in Q1 2025 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold CGSD as of Q2 2025.

Congress Wealth Management held 25,376 shares of Capital Group Short Duration Income ETF worth $658K as of Q2 2025.
Congress Wealth Management bought 2,034 Capital Group Short Duration Income ETF shares in Q2 2025, an estimated $52.5K.
Capital Group Short Duration Income ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #832 holding.
Congress Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 2 quarters since.
148 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.