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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
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

5T Wealth's CGUI Position: Q1 2026 in Review

5T Wealth increased its Capital Group Ultra Short Income ETF (CGUI) stake by 60% in Q1 2026, buying an estimated $335K and bringing the position to 35,090 shares worth $887K. The position accounts for 0.35% of the portfolio, ranked #72.

5T Wealth first reported a position in CGUI in Q4 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold CGUI as of Q1 2026.

  • 5T Wealth held 35,090 shares of Capital Group Ultra Short Income ETF worth $887K as of Q1 2026.
  • 5T Wealth bought 13,215 Capital Group Ultra Short Income ETF shares in Q1 2026, an estimated $335K.
  • Capital Group Ultra Short Income ETF made up 0.35% of 5T Wealth's portfolio in Q1 2026, its #72 holding.
  • 5T Wealth first reported a position in Capital Group Ultra Short Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on 5T Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.