Creative Financial Designs’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-59	Closed	-$1.49K	–	2234
2025 Q4	$1.49K	Hold	59	–	–	﹤0.01%	1734
2025 Q3	$1.49K	Buy	+59	New	+$1.49K	﹤0.01%	1742

Other funds holding CGUI

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TPF

Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Creative Financial Designs's CGUI Position: Q1 2026 in Review

Creative Financial Designs sold out of Capital Group Ultra Short Income ETF (CGUI) in Q1 2026, closing a stake of 59 shares — an estimated $1.49K sold.

Creative Financial Designs first reported a position in CGUI in Q3 2025 and held it in 2 quarters. The position peaked at $1.49K in Q4 2025. 54 funds tracked by Wall St. Rank hold CGUI as of Q1 2026.

Creative Financial Designs reported no remaining Capital Group Ultra Short Income ETF position as of Q1 2026 after selling out during the quarter.
Creative Financial Designs sold 59 Capital Group Ultra Short Income ETF shares in Q1 2026, an estimated $1.49K.
Creative Financial Designs first reported a position in Capital Group Ultra Short Income ETF in Q3 2025 and held it in 2 quarters.
Creative Financial Designs's Capital Group Ultra Short Income ETF position peaked at $1.49K in Q4 2025.
54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.