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 Q2	$274K	Buy	+10,663	New	+$275K	﹤0.01%	1087
2026 Q1	–	Sell	-9,263	Closed	-$241K	–	318
2025 Q4	$241K	Buy	+9,263	New	+$241K	0.01%	818

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Diversify Advisory Services's CGSD Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q2 2026: 10,663 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #1087 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CGSD as recently as Q4 2025.

Diversify Advisory Services first reported a position in CGSD in Q4 2025 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Diversify Advisory Services held 10,663 shares of Capital Group Short Duration Income ETF worth $274K as of Q2 2026.
Capital Group Short Duration Income ETF was a new Diversify Advisory Services position in Q2 2026.
Capital Group Short Duration Income ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1087 holding.
Diversify Advisory Services first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 2 quarters since.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.