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Diversify Wealth Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Diversify Wealth Management’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 		$324K Buy
+12,530
New +$326K 0.01% 937

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 $11B AUM 18.22% 1-Year Est. Return

Diversify Wealth Management's CGSD Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q1 2026: 12,530 shares worth $324K. The stake represents 0.01% of the portfolio and ranks #937 among its holdings.

187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Diversify Wealth Management held 12,530 shares of Capital Group Short Duration Income ETF worth $324K as of Q1 2026.
  • Capital Group Short Duration Income ETF was a new Diversify Wealth Management position in Q1 2026.
  • Capital Group Short Duration Income ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #937 holding.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.