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M.E. Allison & Co’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

M.E. Allison & Co’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
Q3 		$365K Buy
14,505
+4,025
+38% +$102K 0.2% 125
2026
Q2 		$265K Buy
+10,480
New +$265K 0.15% 164

Other funds holding CGUI

WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

M.E. Allison & Co's CGUI Position: Q3 2026 in Review

M.E. Allison & Co increased its Capital Group Ultra Short Income ETF (CGUI) stake by 38% in Q3 2026, buying an estimated $102K and bringing the position to 14,505 shares worth $365K. The position accounts for 0.2% of the portfolio, ranked #125.

M.E. Allison & Co first reported a position in CGUI in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold CGUI as of Q3 2026.

  • M.E. Allison & Co held 14,505 shares of Capital Group Ultra Short Income ETF worth $365K as of Q3 2026.
  • M.E. Allison & Co bought 4,025 Capital Group Ultra Short Income ETF shares in Q3 2026, an estimated $102K.
  • Capital Group Ultra Short Income ETF made up 0.2% of M.E. Allison & Co's portfolio in Q3 2026, its #125 holding.
  • M.E. Allison & Co first reported a position in Capital Group Ultra Short Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q3 2026.

Based on M.E. Allison & Co's 13F filing for Q3 2026, filed 9 Oct 2026.