PAG
CGUI

Private Advisor Group’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Private Advisor Group’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 		$1.26M Buy
49,965
+39,158
+362% +$992K 0.01% 1241
2026
Q1 		$273K Buy
+10,807
New +$274K ﹤0.01% 2252

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

Private Advisor Group's CGUI Position: Q2 2026 in Review

Private Advisor Group increased its Capital Group Ultra Short Income ETF (CGUI) stake by 362% in Q2 2026, buying an estimated $992K and bringing the position to 49,965 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1241.

Private Advisor Group first reported a position in CGUI in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Private Advisor Group held 49,965 shares of Capital Group Ultra Short Income ETF worth $1.26M as of Q2 2026.
  • Private Advisor Group bought 39,158 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $992K.
  • Capital Group Ultra Short Income ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1241 holding.
  • Private Advisor Group first reported a position in Capital Group Ultra Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.