BPA
CGUI

Beacon Pointe Advisors’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Beacon Pointe 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
Q1 		$216K Buy
+8,555
New +$217K ﹤0.01% 1694

Other funds holding CGUI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
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

Beacon Pointe Advisors's CGUI Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Capital Group Ultra Short Income ETF (CGUI) in Q1 2026: 8,555 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1694 among its holdings.

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

  • Beacon Pointe Advisors held 8,555 shares of Capital Group Ultra Short Income ETF worth $216K as of Q1 2026.
  • Capital Group Ultra Short Income ETF was a new Beacon Pointe Advisors position in Q1 2026.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1694 holding.
  • 54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.