MBC
CGUI

Michael Brady & Co’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Michael Brady & 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
Q2 		$718K Sell
28,409
-2,760
-9% -$69.9K 0.63% 25
2026
Q1 		$788K Buy
31,169
+4,021
+15% +$102K 0.79% 17
2025
Q4 		$687K Buy
+27,148
New +$688K 0.69% 20

Other funds holding CGUI

LPL Financial
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
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

Michael Brady & Co's CGUI Position: Q2 2026 in Review

Michael Brady & Co reduced its Capital Group Ultra Short Income ETF (CGUI) stake by 8.9% in Q2 2026, selling an estimated $69.9K and leaving 28,409 shares worth $718K. The position accounts for 0.63% of the portfolio, ranked #25.

Michael Brady & Co first reported a position in CGUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $788K in Q1 2026. 58 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Michael Brady & Co held 28,409 shares of Capital Group Ultra Short Income ETF worth $718K as of Q2 2026.
  • Michael Brady & Co sold 2,760 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $69.9K.
  • Capital Group Ultra Short Income ETF made up 0.63% of Michael Brady & Co's portfolio in Q2 2026, its #25 holding.
  • Michael Brady & Co first reported a position in Capital Group Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Michael Brady & Co's Capital Group Ultra Short Income ETF position peaked at $788K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Michael Brady & Co's 13F filing for Q2 2026, filed 14 Aug 2026.