FFA
CGUI icon

Farther Finance Advisors’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Farther Finance 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
2026
Q3 		$111K Buy
4,400
+1,813
+70% +$45.9K ﹤0.01% 2780
2026
Q2 		$65.4K Buy
2,587
+87
+3% +$2.2K ﹤0.01% 3038
2026
Q1 		$63.2K Hold
2,500
– – ﹤0.01% 2832
2025
Q4 		$63.3K Buy
+2,500
New +$63.3K ﹤0.01% 2659

Other funds holding CGUI

WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
BRWA
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Farther Finance Advisors's CGUI Position: Q3 2026 in Review

Farther Finance Advisors increased its Capital Group Ultra Short Income ETF (CGUI) stake by 70% in Q3 2026, buying an estimated $45.9K and bringing the position to 4,400 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2780.

Farther Finance Advisors first reported a position in CGUI in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold CGUI as of Q3 2026.

  • Farther Finance Advisors held 4,400 shares of Capital Group Ultra Short Income ETF worth $111K as of Q3 2026.
  • Farther Finance Advisors bought 1,813 Capital Group Ultra Short Income ETF shares in Q3 2026, an estimated $45.9K.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2780 holding.
  • Farther Finance Advisors first reported a position in Capital Group Ultra Short Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.