CAM
CGUI

Creekmur Asset Management’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Creekmur Asset Management’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
Q3 		$20.5M Buy
809,658
+37,326
+5% +$944K 3.4% 8
2025
Q2 		$19.5M Buy
+772,332
New +$19.5M 3.44% 8

Other funds holding CGUI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Creekmur Asset Management's CGUI Position: Q3 2025 in Review

Creekmur Asset Management increased its Capital Group Ultra Short Income ETF (CGUI) stake by 4.8% in Q3 2025, buying an estimated $944K and bringing the position to 809,658 shares worth $20.5M. The position accounts for 3.4% of the portfolio, ranked #8.

Creekmur Asset Management first reported a position in CGUI in Q2 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold CGUI as of Q3 2025.

  • Creekmur Asset Management held 809,658 shares of Capital Group Ultra Short Income ETF worth $20.5M as of Q3 2025.
  • Creekmur Asset Management bought 37,326 Capital Group Ultra Short Income ETF shares in Q3 2025, an estimated $944K.
  • Capital Group Ultra Short Income ETF made up 3.4% of Creekmur Asset Management's portfolio in Q3 2025, its #8 holding.
  • Creekmur Asset Management first reported a position in Capital Group Ultra Short Income ETF in Q2 2025 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.