Advisornet Financial’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Advisornet Financial’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	$23.4K	Hold	925	–	–	﹤0.01%	1344
2026 Q1	$23.4K	Hold	925	–	–	﹤0.01%	1291
2025 Q4	$23.4K	Sell	925 -150	-14%	-$3.8K	﹤0.01%	1273
2025 Q3	$27.2K	Sell	1,075 -500	-32%	-$12.7K	﹤0.01%	1205
2025 Q2	$39.7K	Sell	1,575 -100	-6%	-$2.52K	﹤0.01%	1075
2025 Q1	$42.2K	Buy	+1,675	New	+$42.2K	﹤0.01%	985

Other funds holding CGUI

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Advisornet Financial's CGUI Position: Q2 2026 in Review

Advisornet Financial held its Capital Group Ultra Short Income ETF (CGUI) position steady in Q2 2026 at 925 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Advisornet Financial first reported a position in CGUI in Q1 2025 and has held it in 6 quarters since. The position peaked at $42.2K in Q1 2025. 22 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

Advisornet Financial held 925 shares of Capital Group Ultra Short Income ETF worth $23.4K as of Q2 2026.
Advisornet Financial left its Capital Group Ultra Short Income ETF share count unchanged in Q2 2026.
Capital Group Ultra Short Income ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1344 holding.
Advisornet Financial first reported a position in Capital Group Ultra Short Income ETF in Q1 2025 and has held it in 6 quarters since.
Advisornet Financial's Capital Group Ultra Short Income ETF position peaked at $42.2K in Q1 2025.
22 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.