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 Q3	$275K	Buy	10,844 +181	+2%	+$4.64K	﹤0.01%	1121
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Diversify Advisory Services's CGSD Position: Q3 2026 in Review

Diversify Advisory Services increased its Capital Group Short Duration Income ETF (CGSD) stake by 1.7% in Q3 2026, buying an estimated $4.64K and bringing the position to 10,844 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Diversify Advisory Services first reported a position in CGSD in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

Diversify Advisory Services held 10,844 shares of Capital Group Short Duration Income ETF worth $275K as of Q3 2026.
Diversify Advisory Services bought 181 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $4.64K.
Capital Group Short Duration Income ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1121 holding.
Diversify Advisory Services first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 3 quarters since.
40 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.