Clearwave Capital, LLC CGSD β€” CAPITAL GRP FIXED INCM ETF

Ownership history in Clearwave Capital, LLC  Β·  2 quarters on record

AI Ownership Summary

Clearwave Capital, LLC reported CAPITAL GRP FIXED INCM ETF (CGSD) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2025 Q4. The latest visible filing shows CGSD at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clearwave Capital, LLC's position in CAPITAL GRP FIXED INCM ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CGSD was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Clearwave Capital, LLC held CGSD β€” position size vs. price
% of Fund (quarterly)    CGSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 37,435 +228 +0.6% 0.66% $965K 2026-04-29 $25.89
2025 Q4 INITIATED β€” β€” β€” 37,207 β€” β€” 0.71% $968K 2026-03-02 $25.95

FAQ About Clearwave Capital, LLC and CGSD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clearwave Capital, LLC reported owning CGSD?

Clearwave Capital, LLC reported CGSD across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported CGSD position in Clearwave Capital, LLC's portfolio?

The largest reported portfolio weight for CGSD was 0.71% in 2025 Q4.

What is the latest reported CGSD position on this page?

The most recent filing on this page is 2026 Q1, when Clearwave Capital, LLC reported 37,435 shares, equal to 0.66% of portfolio, with an estimated market value of $965K.

What does the chart on this CGSD ownership page compare?

The chart compares Clearwave Capital, LLC's quarterly CGSD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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