CIAS
CGUI

Capital Investment Advisory Services’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Capital Investment Advisory Services’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 		$38.7K Buy
+1,530
New +$38.8K ﹤0.01% 989

Other funds holding CGUI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Capital Investment Advisory Services's CGUI Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Capital Group Ultra Short Income ETF (CGUI) in Q2 2026: 1,530 shares worth $38.7K. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings.

17 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Capital Investment Advisory Services held 1,530 shares of Capital Group Ultra Short Income ETF worth $38.7K as of Q2 2026.
  • Capital Group Ultra Short Income ETF was a new Capital Investment Advisory Services position in Q2 2026.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #989 holding.
  • 17 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.