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

Conservest Capital 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
2026
Q1 		$8.87M Buy
343,833
+259,855
+309% +$6.76M 0.8% 23
2025
Q4 		$2.18M Buy
+83,978
New +$2.19M 0.2% 40

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $16.4B AUM 25.17% 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

Conservest Capital Advisors's CGSD Position: Q1 2026 in Review

Conservest Capital Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 309% in Q1 2026, buying an estimated $6.76M and bringing the position to 343,833 shares worth $8.87M. The position accounts for 0.8% of the portfolio, ranked #23.

Conservest Capital Advisors first reported a position in CGSD in Q4 2025 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Conservest Capital Advisors held 343,833 shares of Capital Group Short Duration Income ETF worth $8.87M as of Q1 2026.
  • Conservest Capital Advisors bought 259,855 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $6.76M.
  • Capital Group Short Duration Income ETF made up 0.8% of Conservest Capital Advisors's portfolio in Q1 2026, its #23 holding.
  • Conservest Capital Advisors first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Conservest Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.