LPL Financial
CGUI

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

LPL Financial’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 		$32.7M Buy
1,295,123
+225,045
+21% +$5.7M 0.01% 1257
2026
Q1 		$27.1M Buy
1,070,078
+180,953
+20% +$4.59M 0.01% 1275
2025
Q4 		$22.5M Buy
889,125
+541,663
+156% +$13.7M 0.01% 1341
2025
Q3 		$8.79M Buy
+347,462
New +$8.79M ﹤0.01% 1989

Other funds holding CGUI

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

LPL Financial's CGUI Position: Q2 2026 in Review

LPL Financial increased its Capital Group Ultra Short Income ETF (CGUI) stake by 21% in Q2 2026, buying an estimated $5.7M and bringing the position to 1,295,123 shares worth $32.7M. The position accounts for 0.01% of the portfolio, ranked #1257.

LPL Financial 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.

  • LPL Financial held 1,295,123 shares of Capital Group Ultra Short Income ETF worth $32.7M as of Q2 2026.
  • LPL Financial bought 225,045 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $5.7M.
  • Capital Group Ultra Short Income ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1257 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.