Raymond James Financial
CGUI

Raymond James Financial’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Raymond James Financial’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 		$3.11M Buy
+122,841
New +$3.11M ﹤0.01% 2990

Other funds holding CGUI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
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

Raymond James Financial's CGUI Position: Q1 2026 in Review

Raymond James Financial opened a new position in Capital Group Ultra Short Income ETF (CGUI) in Q1 2026: 122,841 shares worth $3.11M. The stake represents ﹤0.01% of the portfolio and ranks #2990 among its holdings.

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

  • Raymond James Financial held 122,841 shares of Capital Group Ultra Short Income ETF worth $3.11M as of Q1 2026.
  • Capital Group Ultra Short Income ETF was a new Raymond James Financial position in Q1 2026.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2990 holding.
  • 54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.