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
Q1 		$45K Buy
+1,794
New +$45.5K ﹤0.01% 964

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

Capital Analysts LLC's CGUI Position: Q1 2026 in Review

Capital Analysts LLC opened a new position in Capital Group Ultra Short Income ETF (CGUI) in Q1 2026: 1,794 shares worth $45K. The stake represents ﹤0.01% of the portfolio and ranks #964 among its holdings.

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

  • Capital Analysts LLC held 1,794 shares of Capital Group Ultra Short Income ETF worth $45K as of Q1 2026.
  • Capital Group Ultra Short Income ETF was a new Capital Analysts LLC position in Q1 2026.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #964 holding.
  • 54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.