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Harbour Investments’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Harbour Investments’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 		$24.7K Hold
976
– – ﹤0.01% 2832
2026
Q1 		$24.7K Sell
976
-12,087
-93% -$306K ﹤0.01% 2750
2025
Q4 		$331K Buy
13,063
+104
+0.8% +$2.63K 0.01% 1039
2025
Q3 		$328K Buy
+12,959
New +$328K 0.01% 1012

Other funds holding CGUI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $255M AUM 14.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Harbour Investments's CGUI Position: Q2 2026 in Review

Harbour Investments held its Capital Group Ultra Short Income ETF (CGUI) position steady in Q2 2026 at 976 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

Harbour Investments first reported a position in CGUI in Q3 2025 and has held it in 4 quarters since. The position peaked at $331K in Q4 2025. 57 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Harbour Investments held 976 shares of Capital Group Ultra Short Income ETF worth $24.7K as of Q2 2026.
  • Harbour Investments left its Capital Group Ultra Short Income ETF share count unchanged in Q2 2026.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2832 holding.
  • Harbour Investments first reported a position in Capital Group Ultra Short Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Harbour Investments's Capital Group Ultra Short Income ETF position peaked at $331K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.