CAL
CGUI

Capital Analysts LLC’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Capital Analysts LLC’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 		$276K Buy
10,914
+9,120
+508% +$231K 0.01% 621
2026
Q1 		$45K Buy
+1,794
New +$45.5K ﹤0.01% 964

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

Capital Analysts LLC's CGUI Position: Q2 2026 in Review

Capital Analysts LLC increased its Capital Group Ultra Short Income ETF (CGUI) stake by 508% in Q2 2026, buying an estimated $231K and bringing the position to 10,914 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #621.

Capital Analysts LLC first reported a position in CGUI in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Capital Analysts LLC held 10,914 shares of Capital Group Ultra Short Income ETF worth $276K as of Q2 2026.
  • Capital Analysts LLC bought 9,120 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $231K.
  • Capital Group Ultra Short Income ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #621 holding.
  • Capital Analysts LLC first reported a position in Capital Group Ultra Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.