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 Q3	$364K	Sell	14,457 -755	-5%	-$19.1K	0.01%	768
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

WSA

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

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

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

MEAC

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

TIA

TCFG Investment Advisors Laguna Niguel, California $293M AUM

LWM

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions's CGUI Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Capital Group Ultra Short Income ETF (CGUI) stake by 5% in Q3 2026, selling an estimated $19.1K and leaving 14,457 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #768.

Dynamic Advisor Solutions first reported a position in CGUI in Q4 2025 and has held it in 4 quarters since. The position peaked at $385K in Q2 2026. 10 funds tracked by Wall St. Rank hold CGUI as of Q3 2026.

Dynamic Advisor Solutions held 14,457 shares of Capital Group Ultra Short Income ETF worth $364K as of Q3 2026.
Dynamic Advisor Solutions sold 755 Capital Group Ultra Short Income ETF shares in Q3 2026, an estimated $19.1K.
Capital Group Ultra Short Income ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #768 holding.
Dynamic Advisor Solutions first reported a position in Capital Group Ultra Short Income ETF in Q4 2025 and has held it in 4 quarters since.
Dynamic Advisor Solutions's Capital Group Ultra Short Income ETF position peaked at $385K in Q2 2026.
10 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.