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

AmeriFlex Group’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	$99.9K	Buy	+3,950	New	+$100K	0.05%	275

Other funds holding CGUI

MFG

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

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 Chicago, Illinois $374B AUM 17.66% 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

AmeriFlex Group's CGUI Position: Q1 2026 in Review

AmeriFlex Group opened a new position in Capital Group Ultra Short Income ETF (CGUI) in Q1 2026: 3,950 shares worth $99.9K. The stake represents 0.05% of the portfolio and ranks #275 among its holdings.

54 funds tracked by Wall St. Rank hold CGUI as of Q1 2026.

AmeriFlex Group held 3,950 shares of Capital Group Ultra Short Income ETF worth $99.9K as of Q1 2026.
Capital Group Ultra Short Income ETF was a new AmeriFlex Group position in Q1 2026.
Capital Group Ultra Short Income ETF made up 0.05% of AmeriFlex Group's portfolio in Q1 2026, its #275 holding.
54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.