Envestnet Asset Management
CGUI

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

Envestnet 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
2026
Q2 		$8.54M Buy
337,836
+177,250
+110% +$4.49M ﹤0.01% 2046
2026
Q1 		$4.06M Buy
160,586
+115,646
+257% +$2.93M ﹤0.01% 2481
2025
Q4 		$1.14M Buy
44,940
+4,766
+12% +$121K ﹤0.01% 3191
2025
Q3 		$1.02M Buy
40,174
+2,988
+8% +$75.6K ﹤0.01% 3314
2025
Q2 		$938K Buy
+37,186
New +$938K ﹤0.01% 3312

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management's CGUI Position: Q2 2026 in Review

Envestnet Asset Management increased its Capital Group Ultra Short Income ETF (CGUI) stake by 110% in Q2 2026, buying an estimated $4.49M and bringing the position to 337,836 shares worth $8.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Envestnet Asset Management first reported a position in CGUI in Q2 2025 and has held it in 5 quarters since. 57 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Envestnet Asset Management held 337,836 shares of Capital Group Ultra Short Income ETF worth $8.54M as of Q2 2026.
  • Envestnet Asset Management bought 177,250 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $4.49M.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2046 holding.
  • Envestnet Asset Management first reported a position in Capital Group Ultra Short Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 57 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.