Simplicity Wealth
CGSD icon

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

Simplicity Wealth’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
Q3 		– Sell
-49,248
Closed -$1.25M – 608
2024
Q2 		$1.25M Buy
49,248
+12,129
+33% +$308K 0.03% 465
2024
Q1 		$943K Buy
+37,119
New +$945K 0.02% 540

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LPL Financial
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McIlrath & Eck
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WNY Asset Management
WNY Asset Management Williamsville, New York $1.12B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bridgewealth Advisory Group
Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplicity Wealth's CGSD Position: Q3 2024 in Review

Simplicity Wealth sold out of Capital Group Short Duration Income ETF (CGSD) in Q3 2024, closing a stake of 49,248 shares — an estimated $1.25M sold.

Simplicity Wealth first reported a position in CGSD in Q1 2024 and held it in 2 quarters. The position peaked at $1.25M in Q2 2024. 100 funds tracked by Wall St. Rank hold CGSD as of Q3 2024.

  • Simplicity Wealth reported no remaining Capital Group Short Duration Income ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 49,248 Capital Group Short Duration Income ETF shares in Q3 2024, an estimated $1.25M.
  • Simplicity Wealth first reported a position in Capital Group Short Duration Income ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Capital Group Short Duration Income ETF position peaked at $1.25M in Q2 2024.
  • 100 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.