Independent Financial Group
CGUI icon

Independent Financial Group’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Independent Financial Group’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 		– Sell
-7,936
Closed -$201K – 1546
2025
Q4 		$201K Sell
7,936
-579
-7% -$14.7K ﹤0.01% 1350
2025
Q3 		$215K Sell
8,515
-552
-6% -$14K 0.01% 1254
2025
Q2 		$229K Buy
+9,067
New +$229K 0.01% 1163

Other funds holding CGUI

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Brookstone Capital Management
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 $255M AUM 14.36% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Independent Financial Group's CGUI Position: Q1 2026 in Review

Independent Financial Group sold out of Capital Group Ultra Short Income ETF (CGUI) in Q1 2026, closing a stake of 7,936 shares — an estimated $201K sold.

Independent Financial Group first reported a position in CGUI in Q2 2025 and held it in 3 quarters. The position peaked at $229K in Q2 2025. 54 funds tracked by Wall St. Rank hold CGUI as of Q1 2026.

  • Independent Financial Group reported no remaining Capital Group Ultra Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 7,936 Capital Group Ultra Short Income ETF shares in Q1 2026, an estimated $201K.
  • Independent Financial Group first reported a position in Capital Group Ultra Short Income ETF in Q2 2025 and held it in 3 quarters.
  • Independent Financial Group's Capital Group Ultra Short Income ETF position peaked at $229K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.