Kingsview Wealth Management’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Kingsview Wealth Management’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	$4.33M	Buy	171,231 +64,389	+60%	+$1.63M	0.05%	342
2026 Q1	$2.7M	Buy	106,842 +42,914	+67%	+$1.09M	0.04%	450
2025 Q4	$1.62M	Buy	63,928 +27,251	+74%	+$690K	0.02%	520
2025 Q3	$928K	Buy	+36,677	New	+$928K	0.01%	632

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 22.9% 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 $238M AUM 17.79% 1-Year Est. Return

Kingsview Wealth Management's CGUI Position: Q2 2026 in Review

Kingsview Wealth Management increased its Capital Group Ultra Short Income ETF (CGUI) stake by 60% in Q2 2026, buying an estimated $1.63M and bringing the position to 171,231 shares worth $4.33M. The position accounts for 0.05% of the portfolio, ranked #342.

Kingsview Wealth Management first reported a position in CGUI in Q3 2025 and has held it in 4 quarters since. 57 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

Kingsview Wealth Management held 171,231 shares of Capital Group Ultra Short Income ETF worth $4.33M as of Q2 2026.
Kingsview Wealth Management bought 64,389 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $1.63M.
Capital Group Ultra Short Income ETF made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #342 holding.
Kingsview Wealth Management first reported a position in Capital Group Ultra Short Income ETF in Q3 2025 and has held it in 4 quarters since.
57 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.