Strategic Blueprint
CGUI icon

Strategic Blueprint’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Strategic Blueprint’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
Q3 		$2.3M Buy
91,279
+1,393
+2% +$35.3K 0.11% 185
2026
Q2 		$2.27M Buy
89,886
+3,118
+4% +$79K 0.11% 184
2026
Q1 		$2.19M Buy
86,768
+7,629
+10% +$193K 0.13% 170
2025
Q4 		$2M Buy
+79,139
New +$2M 0.12% 174

Other funds holding CGUI

Wealth Science Advisors
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
FCG Investment Company
FCG Investment Company Germantown, Tennessee $304M AUM
Michael Brady & Co
Michael Brady & Co Westlake, Ohio $110M AUM 10.96% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
M.E. Allison & Co
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Strategic Blueprint's CGUI Position: Q3 2026 in Review

Strategic Blueprint increased its Capital Group Ultra Short Income ETF (CGUI) stake by 1.5% in Q3 2026, buying an estimated $35.3K and bringing the position to 91,279 shares worth $2.3M. The position accounts for 0.11% of the portfolio, ranked #185.

Strategic Blueprint first reported a position in CGUI in Q4 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold CGUI as of Q3 2026.

  • Strategic Blueprint held 91,279 shares of Capital Group Ultra Short Income ETF worth $2.3M as of Q3 2026.
  • Strategic Blueprint bought 1,393 Capital Group Ultra Short Income ETF shares in Q3 2026, an estimated $35.3K.
  • Capital Group Ultra Short Income ETF made up 0.11% of Strategic Blueprint's portfolio in Q3 2026, its #185 holding.
  • Strategic Blueprint first reported a position in Capital Group Ultra Short Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.