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Silver Grove Financial Group’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Silver Grove Financial 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
2026
Q2 		$7.59K Buy
+295
New +$7.62K ﹤0.01% 1012

Other funds holding CGSD

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Silver Grove Financial Group's CGSD Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Capital Group Short Duration Income ETF (CGSD) in Q2 2026: 295 shares worth $7.59K. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings.

188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

  • Silver Grove Financial Group held 295 shares of Capital Group Short Duration Income ETF worth $7.59K as of Q2 2026.
  • Capital Group Short Duration Income ETF was a new Silver Grove Financial Group position in Q2 2026.
  • Capital Group Short Duration Income ETF made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1012 holding.
  • 188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.