Northwestern Mutual Wealth Management
CGUI

Northwestern Mutual Wealth Management’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Northwestern Mutual Wealth Management’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 		– Sell
-1,300
Closed -$32.9K – 4521
2026
Q1 		$32.9K Buy
+1,300
New +$33K ﹤0.01% 2604

Other funds holding CGUI

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MFG
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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 22.9% 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

Northwestern Mutual Wealth Management's CGUI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Capital Group Ultra Short Income ETF (CGUI) in Q2 2026, closing a stake of 1,300 shares — an estimated $32.9K sold.

Northwestern Mutual Wealth Management first reported a position in CGUI in Q1 2026 and held it in 1 quarter. The position peaked at $32.9K in Q1 2026. 57 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Northwestern Mutual Wealth Management reported no remaining Capital Group Ultra Short Income ETF position as of Q2 2026 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,300 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $32.9K.
  • Northwestern Mutual Wealth Management first reported a position in Capital Group Ultra Short Income ETF in Q1 2026 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Capital Group Ultra Short Income ETF position peaked at $32.9K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.