SAG
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SageView Advisory Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-8,861
Closed -$227K – 550
2023
Q4 		$227K Sell
8,861
-153
-2% -$3.86K 0.01% 587
2023
Q3 		$226K Sell
9,014
-665
-7% -$16.7K 0.01% 490
2023
Q2 		$243K Buy
+9,679
New +$246K 0.01% 491

Other funds holding CGSD

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $967M AUM
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
BAG
Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

SageView Advisory Group's CGSD Position: Q1 2024 in Review

SageView Advisory Group sold out of Capital Group Short Duration Income ETF (CGSD) in Q1 2024, closing a stake of 8,861 shares — an estimated $227K sold.

SageView Advisory Group first reported a position in CGSD in Q2 2023 and held it in 3 quarters. The position peaked at $243K in Q2 2023. 80 funds tracked by Wall St. Rank hold CGSD as of Q1 2024.

  • SageView Advisory Group reported no remaining Capital Group Short Duration Income ETF position as of Q1 2024 after selling out during the quarter.
  • SageView Advisory Group sold 8,861 Capital Group Short Duration Income ETF shares in Q1 2024, an estimated $227K.
  • SageView Advisory Group first reported a position in Capital Group Short Duration Income ETF in Q2 2023 and held it in 3 quarters.
  • SageView Advisory Group's Capital Group Short Duration Income ETF position peaked at $243K in Q2 2023.
  • 80 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2024.

Based on SageView Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.