Cetera Investment Advisers
CGUI

Cetera Investment Advisers’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Cetera Investment Advisers’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 		$7.08M Buy
279,945
+170,725
+156% +$4.32M 0.01% 1365
2026
Q1 		$2.76M Buy
109,220
+44,424
+69% +$1.13M ﹤0.01% 1980
2025
Q4 		$1.64M Buy
+64,796
New +$1.64M ﹤0.01% 2389

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers's CGUI Position: Q2 2026 in Review

Cetera Investment Advisers increased its Capital Group Ultra Short Income ETF (CGUI) stake by 156% in Q2 2026, buying an estimated $4.32M and bringing the position to 279,945 shares worth $7.08M. The position accounts for 0.01% of the portfolio, ranked #1365.

Cetera Investment Advisers first reported a position in CGUI in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Cetera Investment Advisers held 279,945 shares of Capital Group Ultra Short Income ETF worth $7.08M as of Q2 2026.
  • Cetera Investment Advisers bought 170,725 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $4.32M.
  • Capital Group Ultra Short Income ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1365 holding.
  • Cetera Investment Advisers first reported a position in Capital Group Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.