HI
CGUI

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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Harbour Investments's CGUI Position: Q1 2026 in Review

Harbour Investments reduced its Capital Group Ultra Short Income ETF (CGUI) stake by 93% in Q1 2026, selling an estimated $306K and leaving 976 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2750.

Harbour Investments first reported a position in CGUI in Q3 2025 and has held it in 3 quarters since. The position peaked at $331K in Q4 2025. 54 funds tracked by Wall St. Rank hold CGUI as of Q1 2026.

  • Harbour Investments held 976 shares of Capital Group Ultra Short Income ETF worth $24.7K as of Q1 2026.
  • Harbour Investments sold 12,087 Capital Group Ultra Short Income ETF shares in Q1 2026, an estimated $306K.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2750 holding.
  • Harbour Investments first reported a position in Capital Group Ultra Short Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Harbour Investments's Capital Group Ultra Short Income ETF position peaked at $331K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.