SEI Investments’s Capital Group Short Duration Income ETF CGSD Stock Holding History

SEI Investments’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	$5.77M	Buy	223,627 +39,033	+21%	+$1.02M	0.01%	1453
2025 Q4	$4.8M	Buy	184,594 +77,179	+72%	+$2.01M	﹤0.01%	1388
2025 Q3	$2.79M	Buy	107,415 +66,470	+162%	+$1.73M	﹤0.01%	1561
2025 Q2	$1.06M	Buy	+40,945	New	+$1.06M	﹤0.01%	1906

Other funds holding CGSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

CGPCS

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

SEI Investments's CGSD Position: Q1 2026 in Review

SEI Investments increased its Capital Group Short Duration Income ETF (CGSD) stake by 21% in Q1 2026, buying an estimated $1.02M and bringing the position to 223,627 shares worth $5.77M. The position accounts for 0.01% of the portfolio, ranked #1453.

SEI Investments first reported a position in CGSD in Q2 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold CGSD as of Q1 2026.

SEI Investments held 223,627 shares of Capital Group Short Duration Income ETF worth $5.77M as of Q1 2026.
SEI Investments bought 39,033 Capital Group Short Duration Income ETF shares in Q1 2026, an estimated $1.02M.
Capital Group Short Duration Income ETF made up 0.01% of SEI Investments's portfolio in Q1 2026, its #1453 holding.
SEI Investments first reported a position in Capital Group Short Duration Income ETF in Q2 2025 and has held it in 4 quarters since.
187 funds tracked by Wall St. Rank held Capital Group Short Duration Income ETF as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.