CAPTRUST Financial Advisors

CAPTRUST Financial Advisors’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

CAPTRUST Financial 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
2025 Q2	$1.69M	Buy
2025 Q1	$1.67M	Buy
2024 Q4	$1.43M	Buy