SPIA
CGUI

Steward Partners Investment Advisory’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Steward Partners Investment Advisory’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 		$4.23M Buy
167,348
+16,606
+11% +$421K 0.02% 569
2025
Q4 		$3.81M Buy
150,742
+12,385
+9% +$314K 0.02% 558
2025
Q3 		$3.5M Buy
+138,357
New +$3.5M 0.02% 581

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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Steward Partners Investment Advisory's CGUI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Capital Group Ultra Short Income ETF (CGUI) stake by 11% in Q1 2026, buying an estimated $421K and bringing the position to 167,348 shares worth $4.23M. The position accounts for 0.02% of the portfolio, ranked #569.

Steward Partners Investment Advisory first reported a position in CGUI in Q3 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold CGUI as of Q1 2026.

  • Steward Partners Investment Advisory held 167,348 shares of Capital Group Ultra Short Income ETF worth $4.23M as of Q1 2026.
  • Steward Partners Investment Advisory bought 16,606 Capital Group Ultra Short Income ETF shares in Q1 2026, an estimated $421K.
  • Capital Group Ultra Short Income ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #569 holding.
  • Steward Partners Investment Advisory first reported a position in Capital Group Ultra Short Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.