Diversify Wealth Management’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Diversify Wealth 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
2026 Q3	$202K	Buy	+8,001	New	+$203K	﹤0.01%	1226

Other funds holding CGUI

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $304M AUM

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management's CGUI Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Capital Group Ultra Short Income ETF (CGUI) in Q3 2026: 8,001 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1226 among its holdings.

12 funds tracked by Wall St. Rank hold CGUI as of Q3 2026.

Diversify Wealth Management held 8,001 shares of Capital Group Ultra Short Income ETF worth $202K as of Q3 2026.
Capital Group Ultra Short Income ETF was a new Diversify Wealth Management position in Q3 2026.
Capital Group Ultra Short Income ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1226 holding.
12 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.