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
Q2 		$10K Buy
387
+4
+1% +$101 ﹤0.01% 704
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

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 22.96% 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 $225M AUM

Hazlett, Burt & Watson's CGUI Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Capital Group Ultra Short Income ETF (CGUI) stake by 1% in Q2 2026, buying an estimated $101 and bringing the position to 387 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Hazlett, Burt & Watson first reported a position in CGUI in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Hazlett, Burt & Watson held 387 shares of Capital Group Ultra Short Income ETF worth $10K as of Q2 2026.
  • Hazlett, Burt & Watson bought 4 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $101.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #704 holding.
  • Hazlett, Burt & Watson first reported a position in Capital Group Ultra Short Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 57 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.