MGO One Seven
CGSD icon

MGO One Seven’s Capital Group Short Duration Income ETF CGSD Stock Holding History

MGO One Seven’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 		$6.75M Buy
267,506
+254,405
+1,942% +$6.52M 0.11% 202
2026
Q2 		$337K Buy
+13,101
New +$338K 0.01% 1188
2025
Q3 		– Sell
-13,950
Closed -$362K – 1338
2025
Q2 		$362K Sell
13,950
-600
-4% -$15.5K 0.01% 850
2025
Q1 		$376K Sell
14,550
-600
-4% -$15.5K 0.01% 731
2024
Q4 		$388K Sell
15,150
-2,500
-14% -$64.3K 0.01% 733
2024
Q3 		$457K Sell
17,650
-1,500
-8% -$38.6K 0.02% 616
2024
Q2 		$487K Buy
+19,150
New +$486K 0.02% 569

Other funds holding CGSD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kerntke Otto McGlone Wealth Management Group
Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin $201M AUM 13.89% 1-Year Est. Return
Wealth Science Advisors
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Lodestone Wealth Management
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
Richards, Merrill & Peterson
Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Saxony Capital Management
Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

MGO One Seven's CGSD Position: Q3 2026 in Review

MGO One Seven increased its Capital Group Short Duration Income ETF (CGSD) stake by 1,942% in Q3 2026, buying an estimated $6.52M and bringing the position to 267,506 shares worth $6.75M. The position accounts for 0.11% of the portfolio, ranked #202.

MGO One Seven first reported a position in CGSD in Q2 2024 and has held it in 7 quarters since. 61 funds tracked by Wall St. Rank hold CGSD as of Q3 2026.

  • MGO One Seven held 267,506 shares of Capital Group Short Duration Income ETF worth $6.75M as of Q3 2026.
  • MGO One Seven bought 254,405 Capital Group Short Duration Income ETF shares in Q3 2026, an estimated $6.52M.
  • Capital Group Short Duration Income ETF made up 0.11% of MGO One Seven's portfolio in Q3 2026, its #202 holding.
  • MGO One Seven first reported a position in Capital Group Short Duration Income ETF in Q2 2024 and has held it in 7 quarters since.
  • 61 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.