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
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
BCM
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 $242M AUM 12.61% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LPL Financial's CGUI Position: Q1 2026 in Review

LPL Financial increased its Capital Group Ultra Short Income ETF (CGUI) stake by 20% in Q1 2026, buying an estimated $4.59M and bringing the position to 1,070,078 shares worth $27.1M. The position accounts for 0.01% of the portfolio, ranked #1275.

LPL Financial first reported a position in CGUI in Q3 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold CGUI as of Q1 2026.

  • LPL Financial held 1,070,078 shares of Capital Group Ultra Short Income ETF worth $27.1M as of Q1 2026.
  • LPL Financial bought 180,953 Capital Group Ultra Short Income ETF shares in Q1 2026, an estimated $4.59M.
  • Capital Group Ultra Short Income ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1275 holding.
  • LPL Financial first reported a position in Capital Group Ultra Short Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.