Citadel Advisors
CGUI

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

Citadel 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
2026
Q2 		$1.31M Buy
51,665
+39,446
+323% +$999K ﹤0.01% 7536
2026
Q1 		$309K Sell
12,219
-30,888
-72% -$783K ﹤0.01% 10410
2025
Q4 		$1.09M Buy
43,107
+23,159
+116% +$587K ﹤0.01% 7200
2025
Q3 		$505K Buy
+19,948
New +$505K ﹤0.01% 9111
2025
Q1 		– Sell
-15,500
Closed -$390K – 15791
2024
Q4 		$390K Buy
+15,500
New +$391K ﹤0.01% 9107

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

Citadel Advisors's CGUI Position: Q2 2026 in Review

Citadel Advisors increased its Capital Group Ultra Short Income ETF (CGUI) stake by 323% in Q2 2026, buying an estimated $999K and bringing the position to 51,665 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #7536.

Citadel Advisors first reported a position in CGUI in Q4 2024 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Citadel Advisors held 51,665 shares of Capital Group Ultra Short Income ETF worth $1.31M as of Q2 2026.
  • Citadel Advisors bought 39,446 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $999K.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #7536 holding.
  • Citadel Advisors first reported a position in Capital Group Ultra Short Income ETF in Q4 2024 and has held it in 5 quarters since.
  • 57 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.