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
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

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management's CGUI Position: Q1 2026 in Review

Envestnet Asset Management increased its Capital Group Ultra Short Income ETF (CGUI) stake by 257% in Q1 2026, buying an estimated $2.93M and bringing the position to 160,586 shares worth $4.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

Envestnet Asset Management first reported a position in CGUI in Q2 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold CGUI as of Q1 2026.

  • Envestnet Asset Management held 160,586 shares of Capital Group Ultra Short Income ETF worth $4.06M as of Q1 2026.
  • Envestnet Asset Management bought 115,646 Capital Group Ultra Short Income ETF shares in Q1 2026, an estimated $2.93M.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2481 holding.
  • Envestnet Asset Management first reported a position in Capital Group Ultra Short Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.