Raymond James Financial
CGSD icon

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

Raymond James 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
Q1 		$34.9M Buy
1,354,082
+74,471
+6% +$1.94M 0.01% 1082
2025
Q4 		$33.3M Buy
1,279,611
+243,296
+23% +$6.33M 0.01% 1090
2025
Q3 		$26.9M Buy
1,036,315
+96,382
+10% +$2.5M 0.01% 1212
2025
Q2 		$24.4M Buy
939,933
+291,618
+45% +$7.53M 0.01% 1214
2025
Q1 		$16.7M Buy
648,315
+104,521
+19% +$2.69M 0.01% 1448
2024
Q4 		$13.9M Buy
+543,794
New +$14M 0.01% 1586

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 $445B AUM 25.58% 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 $79.5B AUM 27.1% 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 $424B AUM 22.96% 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

Raymond James Financial's CGSD Position: Q1 2026 in Review

Raymond James Financial increased its Capital Group Short Duration Income ETF (CGSD) stake by 5.8% in Q1 2026, buying an estimated $1.94M and bringing the position to 1,354,082 shares worth $34.9M. The position accounts for 0.01% of the portfolio, ranked #1082.

Raymond James Financial first reported a position in CGSD in Q4 2024 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Raymond James Financial held 1,354,082 shares of Capital Group Short Duration Income ETF worth $34.9M as of Q1 2026.
  • Raymond James Financial bought 74,471 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $1.94M.
  • Capital Group Short Duration Income ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1082 holding.
  • Raymond James Financial first reported a position in Capital Group Short Duration Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.