DAS
CGUI

Dynamic Advisor Solutions’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Dynamic Advisor Solutions’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 		$385K Buy
15,212
+1,294
+9% +$32.8K 0.01% 770
2026
Q1 		$352K Buy
13,918
+809
+6% +$20.5K 0.01% 756
2025
Q4 		$332K Buy
+13,109
New +$332K 0.01% 745

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

Dynamic Advisor Solutions's CGUI Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Capital Group Ultra Short Income ETF (CGUI) stake by 9.3% in Q2 2026, buying an estimated $32.8K and bringing the position to 15,212 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #770.

Dynamic Advisor Solutions first reported a position in CGUI in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Dynamic Advisor Solutions held 15,212 shares of Capital Group Ultra Short Income ETF worth $385K as of Q2 2026.
  • Dynamic Advisor Solutions bought 1,294 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $32.8K.
  • Capital Group Ultra Short Income ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #770 holding.
  • Dynamic Advisor Solutions first reported a position in Capital Group Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.