FIC
CGUI icon

FCG Investment Company’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

FCG Investment Company’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 		$523K Sell
20,771
-474
-2% -$12K 0.17% 84
2026
Q2 		$537K Buy
+21,245
New +$538K 0.19% 84

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
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FCG Investment Company's CGUI Position: Q3 2026 in Review

FCG Investment Company reduced its Capital Group Ultra Short Income ETF (CGUI) stake by 2.2% in Q3 2026, selling an estimated $12K and leaving 20,771 shares worth $523K. The position accounts for 0.17% of the portfolio, ranked #84.

FCG Investment Company first reported a position in CGUI in Q2 2026 and has held it in 2 quarters since. The position peaked at $537K in Q2 2026. 8 funds tracked by Wall St. Rank hold CGUI as of Q3 2026.

  • FCG Investment Company held 20,771 shares of Capital Group Ultra Short Income ETF worth $523K as of Q3 2026.
  • FCG Investment Company sold 474 Capital Group Ultra Short Income ETF shares in Q3 2026, an estimated $12K.
  • Capital Group Ultra Short Income ETF made up 0.17% of FCG Investment Company's portfolio in Q3 2026, its #84 holding.
  • FCG Investment Company first reported a position in Capital Group Ultra Short Income ETF in Q2 2026 and has held it in 2 quarters since.
  • FCG Investment Company's Capital Group Ultra Short Income ETF position peaked at $537K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q3 2026.

Based on FCG Investment Company's 13F filing for Q3 2026, filed 13 Oct 2026.