MML Investors Services
CGUI

MML Investors Services’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

MML Investors Services’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 		$7.81M Buy
309,124
+173,591
+128% +$4.4M 0.02% 754
2026
Q1 		$3.43M Buy
135,533
+89,131
+192% +$2.26M 0.01% 1016
2025
Q4 		$1.17M Buy
46,402
+4,809
+12% +$122K ﹤0.01% 1706
2025
Q3 		$1.05M Buy
41,593
+4,773
+13% +$121K ﹤0.01% 1692
2025
Q2 		$929K Buy
+36,820
New +$929K ﹤0.01% 1711

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MML Investors Services's CGUI Position: Q2 2026 in Review

MML Investors Services increased its Capital Group Ultra Short Income ETF (CGUI) stake by 128% in Q2 2026, buying an estimated $4.4M and bringing the position to 309,124 shares worth $7.81M. The position accounts for 0.02% of the portfolio, ranked #754.

MML Investors Services first reported a position in CGUI in Q2 2025 and has held it in 5 quarters since. 37 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • MML Investors Services held 309,124 shares of Capital Group Ultra Short Income ETF worth $7.81M as of Q2 2026.
  • MML Investors Services bought 173,591 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $4.4M.
  • Capital Group Ultra Short Income ETF made up 0.02% of MML Investors Services's portfolio in Q2 2026, its #754 holding.
  • MML Investors Services first reported a position in Capital Group Ultra Short Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 37 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.