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Diversify Advisory Services’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Diversify Advisory Services’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 		– Sell
-9,263
Closed -$241K – 318
2025
Q4 		$241K Buy
+9,263
New +$241K 0.01% 818

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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

Diversify Advisory Services's CGSD Position: Q1 2026 in Review

Diversify Advisory Services sold out of Capital Group Short Duration Income ETF (CGSD) in Q1 2026, closing a stake of 9,263 shares — an estimated $241K sold.

Diversify Advisory Services first reported a position in CGSD in Q4 2025 and held it in 1 quarter. The position peaked at $241K in Q4 2025. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Diversify Advisory Services reported no remaining Capital Group Short Duration Income ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 9,263 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $241K.
  • Diversify Advisory Services first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and held it in 1 quarter.
  • Diversify Advisory Services's Capital Group Short Duration Income ETF position peaked at $241K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.