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Signature Equity Partners’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Signature Equity Partners’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 		$14.2K Hold
549
– – 0.01% 727
2025
Q4 		$14.3K Buy
+549
New +$14.3K 0.01% 743

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $13.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $10.1B AUM 14.03% 1-Year Est. Return

Signature Equity Partners's CGSD Position: Q1 2026 in Review

Signature Equity Partners held its Capital Group Short Duration Income ETF (CGSD) position steady in Q1 2026 at 549 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #727.

Signature Equity Partners first reported a position in CGSD in Q4 2025 and has held it in 2 quarters since. The position peaked at $14.3K in Q4 2025. 186 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Signature Equity Partners held 549 shares of Capital Group Short Duration Income ETF worth $14.2K as of Q1 2026.
  • Signature Equity Partners left its Capital Group Short Duration Income ETF share count unchanged in Q1 2026.
  • Capital Group Short Duration Income ETF made up 0.01% of Signature Equity Partners's portfolio in Q1 2026, its #727 holding.
  • Signature Equity Partners first reported a position in Capital Group Short Duration Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Signature Equity Partners's Capital Group Short Duration Income ETF position peaked at $14.3K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Signature Equity Partners's 13F filing for Q1 2026, filed 13 May 2026.