SRCM
CGSD icon

Signature Resources Capital Management’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Signature Resources Capital Management’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
Q2 		$54.8K Hold
2,128
– – 0.02% 141
2026
Q1 		$54.9K Buy
2,128
+1
+0% +$26 0.03% 121
2025
Q4 		$55.3K Sell
2,127
-137
-6% -$3.57K 0.03% 122
2025
Q3 		$58.8K Sell
2,264
-20
-0.9% -$520 0.03% 118
2025
Q2 		$59.2K Buy
2,284
+1,516
+197% +$39.2K 0.04% 111
2025
Q1 		$19.8K Hold
768
– – 0.02% 157
2024
Q4 		$19.7K Buy
768
+2
+0.3% +$51 0.02% 149
2024
Q3 		$19.8K Sell
766
-12
-2% -$309 0.02% 151
2024
Q2 		$19.8K Sell
778
-95
-11% -$2.41K 0.02% 160
2024
Q1 		$22.2K Hold
873
– – 0.02% 136
2023
Q4 		$22.2K Buy
+873
New +$22K 0.02% 138

Other funds holding CGSD

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
TF
Thayer Financial Hickory, North Carolina $110M AUM
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
STA
Smith Thornton Advisors Huntsville, Alabama $227M AUM 22.07% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return