Ameritas Advisory Services’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Ameritas Advisory Services’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	$259K	Sell	10,228 -50,923	-83%	-$1.29M	0.01%	1003
2026 Q1	$1.55M	Buy	61,151 +45,896	+301%	+$1.16M	0.06%	272
2025 Q4	$386K	Buy	+15,255	New	+$386K	0.01%	661

Other funds holding CGUI

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Ameritas Advisory Services's CGUI Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Capital Group Ultra Short Income ETF (CGUI) stake by 83% in Q2 2026, selling an estimated $1.29M and leaving 10,228 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #1003.

Ameritas Advisory Services first reported a position in CGUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.55M in Q1 2026. 58 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

Ameritas Advisory Services held 10,228 shares of Capital Group Ultra Short Income ETF worth $259K as of Q2 2026.
Ameritas Advisory Services sold 50,923 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $1.29M.
Capital Group Ultra Short Income ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1003 holding.
Ameritas Advisory Services first reported a position in Capital Group Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
Ameritas Advisory Services's Capital Group Ultra Short Income ETF position peaked at $1.55M in Q1 2026.
58 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.