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 Q3	–	Sell	-925	Closed	-$23.4K	–	2187
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Advisornet Financial's CGUI Position: Q3 2026 in Review

Advisornet Financial sold out of Capital Group Ultra Short Income ETF (CGUI) in Q3 2026, closing a stake of 925 shares — an estimated $23.4K sold.

Advisornet Financial first reported a position in CGUI in Q1 2025 and held it in 6 quarters. The position peaked at $42.2K in Q1 2025. 30 funds tracked by Wall St. Rank hold CGUI as of Q3 2026.

Advisornet Financial reported no remaining Capital Group Ultra Short Income ETF position as of Q3 2026 after selling out during the quarter.
Advisornet Financial sold 925 Capital Group Ultra Short Income ETF shares in Q3 2026, an estimated $23.4K.
Advisornet Financial first reported a position in Capital Group Ultra Short Income ETF in Q1 2025 and held it in 6 quarters.
Advisornet Financial's Capital Group Ultra Short Income ETF position peaked at $42.2K in Q1 2025.
30 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.