HBW
CGUI

Hazlett, Burt & Watson’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Hazlett, Burt & Watson’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 		$10K Buy
383
+2
+0.5% +$51 ﹤0.01% 700
2025
Q4 		$10K Buy
381
+5
+1% +$127 ﹤0.01% 714
2025
Q3 		$10K Buy
+376
New +$9.51K ﹤0.01% 674

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

Hazlett, Burt & Watson's CGUI Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its Capital Group Ultra Short Income ETF (CGUI) stake by 0.52% in Q1 2026, buying an estimated $51 and bringing the position to 383 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Hazlett, Burt & Watson first reported a position in CGUI in Q3 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold CGUI as of Q1 2026.

  • Hazlett, Burt & Watson held 383 shares of Capital Group Ultra Short Income ETF worth $10K as of Q1 2026.
  • Hazlett, Burt & Watson bought 2 Capital Group Ultra Short Income ETF shares in Q1 2026, an estimated $51.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #700 holding.
  • Hazlett, Burt & Watson first reported a position in Capital Group Ultra Short Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.