Jones Financial Companies
CGUI

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

Jones Financial Companies’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 		$5.1M Buy
201,021
+82,858
+70% +$2.1M ﹤0.01% 1182
2026
Q1 		$2.99M Buy
118,163
+66,645
+129% +$1.69M ﹤0.01% 1265
2025
Q4 		$1.3M Buy
51,518
+47,589
+1,211% +$1.21M ﹤0.01% 1129
2025
Q3 		$99.6K Buy
+3,929
New +$99.4K ﹤0.01% 2092

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
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jones Financial Companies's CGUI Position: Q2 2026 in Review

Jones Financial Companies increased its Capital Group Ultra Short Income ETF (CGUI) stake by 70% in Q2 2026, buying an estimated $2.1M and bringing the position to 201,021 shares worth $5.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Jones Financial Companies first reported a position in CGUI in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Jones Financial Companies held 201,021 shares of Capital Group Ultra Short Income ETF worth $5.1M as of Q2 2026.
  • Jones Financial Companies bought 82,858 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $2.1M.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1182 holding.
  • Jones Financial Companies first reported a position in Capital Group Ultra Short Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.