Hazlett, Burt & Watson
CGUI icon

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
Q3 		$10K Buy
391
+4
+1% +$101 ﹤0.01% 708
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 +$9.5K ﹤0.01% 674

Other funds holding CGUI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Wealth Science Advisors
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Entruity Wealth
Entruity Wealth Bakersfield, California $158M AUM 13.73% 1-Year Est. Return

Hazlett, Burt & Watson's CGUI Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its Capital Group Ultra Short Income ETF (CGUI) stake by 1% in Q3 2026, buying an estimated $101 and bringing the position to 391 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Hazlett, Burt & Watson first reported a position in CGUI in Q3 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold CGUI as of Q3 2026.

  • Hazlett, Burt & Watson held 391 shares of Capital Group Ultra Short Income ETF worth $10K as of Q3 2026.
  • Hazlett, Burt & Watson bought 4 Capital Group Ultra Short Income ETF shares in Q3 2026, an estimated $101.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #708 holding.
  • Hazlett, Burt & Watson first reported a position in Capital Group Ultra Short Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.