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

Other funds holding CGSD

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WAM

WNY Asset Management Williamsville, New York $967M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BAG

Bridgewealth Advisory Group Fresno, California $482M AUM 10.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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. 99 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.
99 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.