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
Q2 		$4.21M Sell
166,542
-806
-0.5% -$20.4K 0.02% 624
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

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

Steward Partners Investment Advisory's CGUI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Capital Group Ultra Short Income ETF (CGUI) stake by 0.48% in Q2 2026, selling an estimated $20.4K and leaving 166,542 shares worth $4.21M. The position accounts for 0.02% of the portfolio, ranked #624.

Steward Partners Investment Advisory first reported a position in CGUI in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.23M in Q1 2026. 57 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Steward Partners Investment Advisory held 166,542 shares of Capital Group Ultra Short Income ETF worth $4.21M as of Q2 2026.
  • Steward Partners Investment Advisory sold 806 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $20.4K.
  • Capital Group Ultra Short Income ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #624 holding.
  • Steward Partners Investment Advisory first reported a position in Capital Group Ultra Short Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Capital Group Ultra Short Income ETF position peaked at $4.23M in Q1 2026.
  • 57 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.