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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Perennial Investment Advisors's CGSD Position: Q1 2026 in Review

Perennial Investment Advisors increased its Capital Group Short Duration Income ETF (CGSD) stake by 7.4% in Q1 2026, buying an estimated $103K and bringing the position to 57,599 shares worth $1.49M. The position accounts for 0.12% of the portfolio, ranked #146.

Perennial Investment Advisors first reported a position in CGSD in Q1 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

  • Perennial Investment Advisors held 57,599 shares of Capital Group Short Duration Income ETF worth $1.49M as of Q1 2026.
  • Perennial Investment Advisors bought 3,955 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $103K.
  • Capital Group Short Duration Income ETF made up 0.12% of Perennial Investment Advisors's portfolio in Q1 2026, its #146 holding.
  • Perennial Investment Advisors first reported a position in Capital Group Short Duration Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.