SB
CGUI

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
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

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

Strategic Blueprint's CGUI Position: Q1 2026 in Review

Strategic Blueprint increased its Capital Group Ultra Short Income ETF (CGUI) stake by 9.6% in Q1 2026, buying an estimated $193K and bringing the position to 86,768 shares worth $2.19M. The position accounts for 0.13% of the portfolio, ranked #170.

Strategic Blueprint first reported a position in CGUI in Q4 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold CGUI as of Q1 2026.

  • Strategic Blueprint held 86,768 shares of Capital Group Ultra Short Income ETF worth $2.19M as of Q1 2026.
  • Strategic Blueprint bought 7,629 Capital Group Ultra Short Income ETF shares in Q1 2026, an estimated $193K.
  • Capital Group Ultra Short Income ETF made up 0.13% of Strategic Blueprint's portfolio in Q1 2026, its #170 holding.
  • Strategic Blueprint first reported a position in Capital Group Ultra Short Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.