EWA
CGUI

EverSource Wealth Advisors’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

EverSource Wealth Advisors’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
2025
Q4 		– Sell
-1,184
Closed -$29.9K – 4482
2025
Q3 		$29.9K Buy
+1,184
New +$30K ﹤0.01% 2059

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
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EverSource Wealth Advisors's CGUI Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Capital Group Ultra Short Income ETF (CGUI) in Q4 2025, closing a stake of 1,184 shares — an estimated $29.9K sold.

EverSource Wealth Advisors first reported a position in CGUI in Q3 2025 and held it in 1 quarter. The position peaked at $29.9K in Q3 2025. 44 funds tracked by Wall St. Rank hold CGUI as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Capital Group Ultra Short Income ETF position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,184 Capital Group Ultra Short Income ETF shares in Q4 2025, an estimated $29.9K.
  • EverSource Wealth Advisors first reported a position in Capital Group Ultra Short Income ETF in Q3 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Capital Group Ultra Short Income ETF position peaked at $29.9K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.