Cambridge Investment Research Advisors
CGUI

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
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

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

Cambridge Investment Research Advisors's CGUI Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Capital Group Ultra Short Income ETF (CGUI) stake by 34% in Q1 2026, selling an estimated $318K and leaving 24,637 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #2609.

Cambridge Investment Research Advisors first reported a position in CGUI in Q2 2025 and has held it in 4 quarters since. The position peaked at $941K in Q4 2025. 54 funds tracked by Wall St. Rank hold CGUI as of Q1 2026.

  • Cambridge Investment Research Advisors held 24,637 shares of Capital Group Ultra Short Income ETF worth $623K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 12,556 Capital Group Ultra Short Income ETF shares in Q1 2026, an estimated $318K.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2609 holding.
  • Cambridge Investment Research Advisors first reported a position in Capital Group Ultra Short Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Cambridge Investment Research Advisors's Capital Group Ultra Short Income ETF position peaked at $941K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.