Integrated Wealth Concepts’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Integrated Wealth Concepts’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	$54.7K	Buy	+2,162	New	+$54.8K	﹤0.01%	3298

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

Integrated Wealth Concepts's CGUI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Capital Group Ultra Short Income ETF (CGUI) in Q2 2026: 2,162 shares worth $54.7K. The stake represents ﹤0.01% of the portfolio and ranks #3298 among its holdings.

58 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

Integrated Wealth Concepts held 2,162 shares of Capital Group Ultra Short Income ETF worth $54.7K as of Q2 2026.
Capital Group Ultra Short Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
Capital Group Ultra Short Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3298 holding.
58 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.