Raymond James & Associates’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Raymond James & Associates’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
2024 Q3	$297K	Buy	+11,449	New	+$295K	﹤0.01%	3414

Other funds holding CGSD

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates's CGSD Position: Q3 2024 in Review

Raymond James & Associates opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q3 2024: 11,449 shares worth $297K. The stake represents ﹤0.01% of the portfolio and ranks #3414 among its holdings.

99 funds tracked by Wall St. Rank hold CGSD as of Q3 2024.

Raymond James & Associates held 11,449 shares of Capital Group Short Duration Income ETF worth $297K as of Q3 2024.
Capital Group Short Duration Income ETF was a new Raymond James & Associates position in Q3 2024.
Capital Group Short Duration Income ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3414 holding.
99 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.