&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 Q1	$321K	Buy	+12,697	New	+$322K	﹤0.01%	1955

Other funds holding CGUI

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TPF

Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

KAM

Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

&Partners's CGUI Position: Q1 2026 in Review

&Partners opened a new position in Capital Group Ultra Short Income ETF (CGUI) in Q1 2026: 12,697 shares worth $321K. The stake represents ﹤0.01% of the portfolio and ranks #1955 among its holdings.

54 funds tracked by Wall St. Rank hold CGUI as of Q1 2026.

&Partners held 12,697 shares of Capital Group Ultra Short Income ETF worth $321K as of Q1 2026.
Capital Group Ultra Short Income ETF was a new &Partners position in Q1 2026.
Capital Group Ultra Short Income ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1955 holding.
54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.