B. Riley Wealth Advisors’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

B. Riley Wealth Advisors’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	$441K	Buy	+17,523	New	+$444K	0.02%	606

Other funds holding CGUI

WSA

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

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

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B. Riley Wealth Advisors's CGUI Position: Q3 2026 in Review

B. Riley Wealth Advisors opened a new position in Capital Group Ultra Short Income ETF (CGUI) in Q3 2026: 17,523 shares worth $441K. The stake represents 0.02% of the portfolio and ranks #606 among its holdings.

8 funds tracked by Wall St. Rank hold CGUI as of Q3 2026.

B. Riley Wealth Advisors held 17,523 shares of Capital Group Ultra Short Income ETF worth $441K as of Q3 2026.
Capital Group Ultra Short Income ETF was a new B. Riley Wealth Advisors position in Q3 2026.
Capital Group Ultra Short Income ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #606 holding.
8 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.