Perennial Investment Advisors’s Capital Group Short Duration Income ETF CGSD Stock Holding History

Perennial Investment Advisors’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	$1.43M	Sell	55,443 -2,156	-4%	-$55.7K	0.09%	177
2026 Q1	$1.49M	Buy	57,599 +3,955	+7%	+$103K	0.12%	146
2025 Q4	$1.4M	Buy	53,644 +19,680	+58%	+$512K	0.11%	154
2025 Q3	$882K	Buy	33,964 +5,394	+19%	+$140K	0.07%	197
2025 Q2	$741K	Buy	28,570 +3,280	+13%	+$84.7K	0.07%	205
2025 Q1	$653K	Buy	+25,290	New	+$652K	0.07%	207

Other funds holding CGSD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Perennial Investment Advisors's CGSD Position: Q2 2026 in Review

Perennial Investment Advisors reduced its Capital Group Short Duration Income ETF (CGSD) stake by 3.7% in Q2 2026, selling an estimated $55.7K and leaving 55,443 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #177.

Perennial Investment Advisors first reported a position in CGSD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.49M in Q1 2026. 188 funds tracked by Wall St. Rank hold CGSD as of Q2 2026.

Perennial Investment Advisors held 55,443 shares of Capital Group Short Duration Income ETF worth $1.43M as of Q2 2026.
Perennial Investment Advisors sold 2,156 Capital Group Short Duration Income ETF shares in Q2 2026, an estimated $55.7K.
Capital Group Short Duration Income ETF made up 0.09% of Perennial Investment Advisors's portfolio in Q2 2026, its #177 holding.
Perennial Investment Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 6 quarters since.
Perennial Investment Advisors's Capital Group Short Duration Income ETF position peaked at $1.49M in Q1 2026.
188 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.