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
Q2 		– Sell
-8,555
Closed -$216K – 2046
2026
Q1 		$216K Buy
+8,555
New +$217K ﹤0.01% 1694

Other funds holding CGUI

LPL Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
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
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM

Beacon Pointe Advisors's CGUI Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of Capital Group Ultra Short Income ETF (CGUI) in Q2 2026, closing a stake of 8,555 shares — an estimated $216K sold.

Beacon Pointe Advisors first reported a position in CGUI in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 58 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Beacon Pointe Advisors reported no remaining Capital Group Ultra Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 8,555 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $216K.
  • Beacon Pointe Advisors first reported a position in Capital Group Ultra Short Income ETF in Q1 2026 and held it in 1 quarter.
  • Beacon Pointe Advisors's Capital Group Ultra Short Income ETF position peaked at $216K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.