P
CGUI

&Partners’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

&Partners’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 		$370K Buy
14,640
+1,943
+15% +$49.2K ﹤0.01% 2004
2026
Q1 		$321K Buy
+12,697
New +$322K ﹤0.01% 1955

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

&Partners's CGUI Position: Q2 2026 in Review

&Partners increased its Capital Group Ultra Short Income ETF (CGUI) stake by 15% in Q2 2026, buying an estimated $49.2K and bringing the position to 14,640 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

&Partners first reported a position in CGUI in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • &Partners held 14,640 shares of Capital Group Ultra Short Income ETF worth $370K as of Q2 2026.
  • &Partners bought 1,943 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $49.2K.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2004 holding.
  • &Partners first reported a position in Capital Group Ultra Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

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