FFA
CGUI

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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM

Farther Finance Advisors's CGUI Position: Q2 2026 in Review

Farther Finance Advisors increased its Capital Group Ultra Short Income ETF (CGUI) stake by 3.5% in Q2 2026, buying an estimated $2.2K and bringing the position to 2,587 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3038.

Farther Finance Advisors first reported a position in CGUI in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Farther Finance Advisors held 2,587 shares of Capital Group Ultra Short Income ETF worth $65.4K as of Q2 2026.
  • Farther Finance Advisors bought 87 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $2.2K.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3038 holding.
  • Farther Finance Advisors first reported a position in Capital Group Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.