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Synergy Investment Management’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Synergy Investment 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 		$83.4K Hold
3,300
– – 0.02% 300
2026
Q1 		$83.4K Buy
+3,300
New +$83.7K 0.03% 214

Other funds holding CGUI

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MFG
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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 22.9% 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 $238M AUM 17.79% 1-Year Est. Return

Synergy Investment Management's CGUI Position: Q2 2026 in Review

Synergy Investment Management held its Capital Group Ultra Short Income ETF (CGUI) position steady in Q2 2026 at 3,300 shares worth $83.4K. The position accounts for 0.02% of the portfolio, ranked #300.

Synergy Investment Management first reported a position in CGUI in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Synergy Investment Management held 3,300 shares of Capital Group Ultra Short Income ETF worth $83.4K as of Q2 2026.
  • Synergy Investment Management left its Capital Group Ultra Short Income ETF share count unchanged in Q2 2026.
  • Capital Group Ultra Short Income ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #300 holding.
  • Synergy Investment Management first reported a position in Capital Group Ultra Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.