5W
CGUI

5T Wealth’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

5T Wealth’s Portfolio CGUI Stock Details CGUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$771K Sell
30,500
-4,590
-13% -$116K 0.29% 82
2026
Q1 		$887K Buy
35,090
+13,215
+60% +$335K 0.35% 72
2025
Q4 		$554K Buy
+21,875
New +$554K 0.22% 85

Other funds holding CGUI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $255M AUM 14.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM

5T Wealth's CGUI Position: Q2 2026 in Review

5T Wealth reduced its Capital Group Ultra Short Income ETF (CGUI) stake by 13% in Q2 2026, selling an estimated $116K and leaving 30,500 shares worth $771K. The position accounts for 0.29% of the portfolio, ranked #82.

5T Wealth first reported a position in CGUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $887K in Q1 2026. 57 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • 5T Wealth held 30,500 shares of Capital Group Ultra Short Income ETF worth $771K as of Q2 2026.
  • 5T Wealth sold 4,590 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $116K.
  • Capital Group Ultra Short Income ETF made up 0.29% of 5T Wealth's portfolio in Q2 2026, its #82 holding.
  • 5T Wealth first reported a position in Capital Group Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 5T Wealth's Capital Group Ultra Short Income ETF position peaked at $887K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.