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 Q2	$274K	Sell	10,663 -1,867	-15%	-$48.2K	﹤0.01%	1087
2026 Q1	$324K	Buy	+12,530	New	+$326K	0.01%	937

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 22.9% 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 Wealth Management's CGSD Position: Q2 2026 in Review

Diversify Wealth Management reduced its Capital Group Short Duration Income ETF (CGSD) stake by 15% in Q2 2026, selling an estimated $48.2K and leaving 10,663 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Diversify Wealth Management first reported a position in CGSD in Q1 2026 and has held it in 2 quarters since. The position peaked at $324K in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Diversify Wealth Management held 10,663 shares of Capital Group Short Duration Income ETF worth $274K as of Q2 2026.
Diversify Wealth Management sold 1,867 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $48.2K.
Capital Group Short Duration Income ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1087 holding.
Diversify Wealth Management first reported a position in Capital Group Short Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
Diversify Wealth Management's Capital Group Short Duration Income ETF position peaked at $324K in Q1 2026.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.