CFG
CGSD icon

Cooper Financial Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Cooper Financial Group’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
Q3 		$364K Buy
+14,423
New +$370K 0.03% 310

Other funds holding CGSD

WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cooper Financial Group's CGSD Position: Q3 2026 in Review

Cooper Financial Group opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q3 2026: 14,423 shares worth $364K. The stake represents 0.03% of the portfolio and ranks #310 among its holdings.

7 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

  • Cooper Financial Group held 14,423 shares of Capital Group Short Duration Income ETF worth $364K as of Q3 2026.
  • Capital Group Short Duration Income ETF was a new Cooper Financial Group position in Q3 2026.
  • Capital Group Short Duration Income ETF made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #310 holding.
  • 7 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.