SWM
CGUI

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

Spire 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 		$99.9K Hold
3,950
– – ﹤0.01% 980
2026
Q1 		$99.9K Sell
3,950
-3,948
-50% -$100K ﹤0.01% 958
2025
Q4 		$200K Buy
+7,898
New +$200K 0.01% 790

Other funds holding CGUI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM

Spire Wealth Management's CGUI Position: Q2 2026 in Review

Spire Wealth Management held its Capital Group Ultra Short Income ETF (CGUI) position steady in Q2 2026 at 3,950 shares worth $99.9K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Spire Wealth Management first reported a position in CGUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $200K in Q4 2025. 13 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Spire Wealth Management held 3,950 shares of Capital Group Ultra Short Income ETF worth $99.9K as of Q2 2026.
  • Spire Wealth Management left its Capital Group Ultra Short Income ETF share count unchanged in Q2 2026.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #980 holding.
  • Spire Wealth Management first reported a position in Capital Group Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Spire Wealth Management's Capital Group Ultra Short Income ETF position peaked at $200K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.