SIM
CGUI

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
Q1 		$83.4K Buy
+3,300
New +$83.7K 0.03% 214

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

Synergy Investment Management's CGUI Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Capital Group Ultra Short Income ETF (CGUI) in Q1 2026: 3,300 shares worth $83.4K. The stake represents 0.03% of the portfolio and ranks #214 among its holdings.

54 funds tracked by Wall St. Rank hold CGUI as of Q1 2026.

  • Synergy Investment Management held 3,300 shares of Capital Group Ultra Short Income ETF worth $83.4K as of Q1 2026.
  • Capital Group Ultra Short Income ETF was a new Synergy Investment Management position in Q1 2026.
  • Capital Group Ultra Short Income ETF made up 0.03% of Synergy Investment Management's portfolio in Q1 2026, its #214 holding.
  • 54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.