MFG
CGUI

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

Merit Financial Group’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 		$29.9M Buy
1,184,223
+24,097
+2% +$610K 0.18% 100
2026
Q1 		$29.3M Buy
1,160,126
+42,309
+4% +$1.07M 0.22% 79
2025
Q4 		$28.3M Buy
1,117,817
+51,782
+5% +$1.31M 0.23% 79
2025
Q3 		$27M Buy
+1,066,035
New +$27M 0.25% 79

Other funds holding CGUI

WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Merit Financial Group's CGUI Position: Q2 2026 in Review

Merit Financial Group increased its Capital Group Ultra Short Income ETF (CGUI) stake by 2.1% in Q2 2026, buying an estimated $610K and bringing the position to 1,184,223 shares worth $29.9M. The position accounts for 0.18% of the portfolio, ranked #100.

Merit Financial Group first reported a position in CGUI in Q3 2025 and has held it in 4 quarters since. 13 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Merit Financial Group held 1,184,223 shares of Capital Group Ultra Short Income ETF worth $29.9M as of Q2 2026.
  • Merit Financial Group bought 24,097 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $610K.
  • Capital Group Ultra Short Income ETF made up 0.18% of Merit Financial Group's portfolio in Q2 2026, its #100 holding.
  • Merit Financial Group first reported a position in Capital Group Ultra Short Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 13 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.