HBW Advisory Services’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

HBW Advisory Services’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	$777K	Buy	30,750 +5,650	+23%	+$143K	0.07%	238
2026 Q1	$635K	Hold	25,100	–	–	0.07%	259
2025 Q4	$635K	Buy	25,100 +10,000	+66%	+$253K	0.07%	251
2025 Q3	$382K	Buy	15,100 +1,100	+8%	+$27.8K	0.04%	302
2025 Q2	$353K	Sell	14,000 -73	-0.5%	-$1.84K	0.04%	283
2025 Q1	$354K	Buy	+14,073	New	+$355K	0.05%	258

Other funds holding CGUI

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

HBW Advisory Services's CGUI Position: Q2 2026 in Review

HBW Advisory Services increased its Capital Group Ultra Short Income ETF (CGUI) stake by 23% in Q2 2026, buying an estimated $143K and bringing the position to 30,750 shares worth $777K. The position accounts for 0.07% of the portfolio, ranked #238.

HBW Advisory Services first reported a position in CGUI in Q1 2025 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

HBW Advisory Services held 30,750 shares of Capital Group Ultra Short Income ETF worth $777K as of Q2 2026.
HBW Advisory Services bought 5,650 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $143K.
Capital Group Ultra Short Income ETF made up 0.07% of HBW Advisory Services's portfolio in Q2 2026, its #238 holding.
HBW Advisory Services first reported a position in Capital Group Ultra Short Income ETF in Q1 2025 and has held it in 6 quarters since.
58 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.