Cambridge Investment Research Advisors’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Cambridge Investment Research 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	$1.43M	Buy	56,613 +31,976	+130%	+$810K	﹤0.01%	1965
2026 Q1	$623K	Sell	24,637 -12,556	-34%	-$318K	﹤0.01%	2609
2025 Q4	$941K	Buy	37,193 +18,602	+100%	+$471K	﹤0.01%	2146
2025 Q3	$470K	Buy	18,591 +826	+5%	+$20.9K	﹤0.01%	2738
2025 Q2	$448K	Buy	+17,765	New	+$448K	﹤0.01%	2645

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 22.9% 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 $238M AUM 17.79% 1-Year Est. Return

Cambridge Investment Research Advisors's CGUI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Capital Group Ultra Short Income ETF (CGUI) stake by 130% in Q2 2026, buying an estimated $810K and bringing the position to 56,613 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1965.

Cambridge Investment Research Advisors first reported a position in CGUI in Q2 2025 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

Cambridge Investment Research Advisors held 56,613 shares of Capital Group Ultra Short Income ETF worth $1.43M as of Q2 2026.
Cambridge Investment Research Advisors bought 31,976 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $810K.
Capital Group Ultra Short Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1965 holding.
Cambridge Investment Research Advisors first reported a position in Capital Group Ultra Short Income ETF in Q2 2025 and has held it in 5 quarters since.
57 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.