SS
CGSD icon

Simplicity Solutions’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Simplicity Solutions’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
2023
Q4 		$925K Sell
36,336
-200
-0.5% -$5.05K 0.03% 460
2023
Q3 		$915K Hold
36,536
– – 0.03% 436
2023
Q2 		$917K Buy
+36,536
New +$930K 0.03% 482

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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

Simplicity Solutions's CGSD Position: Q4 2023 in Review

Simplicity Solutions reduced its Capital Group Short Duration Income ETF (CGSD) stake by 0.55% in Q4 2023, selling an estimated $5.05K and leaving 36,336 shares worth $925K. The position accounts for 0.03% of the portfolio, ranked #460.

Simplicity Solutions first reported a position in CGSD in Q2 2023 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold CGSD as of Q4 2023.

  • Simplicity Solutions held 36,336 shares of Capital Group Short Duration Income ETF worth $925K as of Q4 2023.
  • Simplicity Solutions sold 200 Capital Group Short Duration Income ETF shares in Q4 2023, an estimated $5.05K.
  • Capital Group Short Duration Income ETF made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #460 holding.
  • Simplicity Solutions first reported a position in Capital Group Short Duration Income ETF in Q2 2023 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.