DF
CGSD icon

Downshift Financial’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Downshift Financial’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 		$205 Buy
+8
New +$205 ﹤0.01% 683

Other funds holding CGSD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KOMWMG
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Downshift Financial's CGSD Position: Q3 2026 in Review

Downshift Financial opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q3 2026: 8 shares worth $205. The stake represents ﹤0.01% of the portfolio and ranks #683 among its holdings.

40 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

  • Downshift Financial held 8 shares of Capital Group Short Duration Income ETF worth $205 as of Q3 2026.
  • Capital Group Short Duration Income ETF was a new Downshift Financial position in Q3 2026.
  • Capital Group Short Duration Income ETF made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #683 holding.
  • 40 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.