Commonwealth Equity Services
CGUI

Commonwealth Equity Services’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Commonwealth Equity 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 		$4.18M Buy
165,160
+17,989
+12% +$456K 0.01% 1543
2026
Q1 		$3.72M Buy
147,171
+66,025
+81% +$1.67M 0.01% 1551
2025
Q4 		$2.05M Buy
81,146
+4,475
+6% +$113K ﹤0.01% 1965
2025
Q3 		$1.94M Buy
76,671
+52,422
+216% +$1.33M ﹤0.01% 2015
2025
Q2 		$612K Buy
24,249
+11,604
+92% +$293K ﹤0.01% 2993
2025
Q1 		$319K Buy
+12,645
New +$319K ﹤0.01% 3443

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Commonwealth Equity Services's CGUI Position: Q2 2026 in Review

Commonwealth Equity Services increased its Capital Group Ultra Short Income ETF (CGUI) stake by 12% in Q2 2026, buying an estimated $456K and bringing the position to 165,160 shares worth $4.18M. The position accounts for 0.01% of the portfolio, ranked #1543.

Commonwealth Equity Services first reported a position in CGUI in Q1 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Commonwealth Equity Services held 165,160 shares of Capital Group Ultra Short Income ETF worth $4.18M as of Q2 2026.
  • Commonwealth Equity Services bought 17,989 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $456K.
  • Capital Group Ultra Short Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1543 holding.
  • Commonwealth Equity Services first reported a position in Capital Group Ultra Short Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 22 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.