FLP
CGUI

Financial Life Planners’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Financial Life Planners’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 		– Sell
-61
Closed -$1.55K – 369
2026
Q1 		$1.55K Buy
+61
New +$1.55K ﹤0.01% 308

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Financial Life Planners's CGUI Position: Q2 2026 in Review

Financial Life Planners sold out of Capital Group Ultra Short Income ETF (CGUI) in Q2 2026, closing a stake of 61 shares — an estimated $1.55K sold.

Financial Life Planners first reported a position in CGUI in Q1 2026 and held it in 1 quarter. The position peaked at $1.55K in Q1 2026. 22 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Financial Life Planners reported no remaining Capital Group Ultra Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Life Planners sold 61 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $1.55K.
  • Financial Life Planners first reported a position in Capital Group Ultra Short Income ETF in Q1 2026 and held it in 1 quarter.
  • Financial Life Planners's Capital Group Ultra Short Income ETF position peaked at $1.55K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.