TIA
CGUI

TCFG Investment Advisors’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

TCFG Investment Advisors’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 		$219K Buy
8,663
+23
+0.3% +$583 0.07% 270
2026
Q1 		$218K Buy
+8,640
New +$219K 0.08% 247

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

TCFG Investment Advisors's CGUI Position: Q2 2026 in Review

TCFG Investment Advisors increased its Capital Group Ultra Short Income ETF (CGUI) stake by 0.27% in Q2 2026, buying an estimated $583 and bringing the position to 8,663 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #270.

TCFG Investment Advisors first reported a position in CGUI in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • TCFG Investment Advisors held 8,663 shares of Capital Group Ultra Short Income ETF worth $219K as of Q2 2026.
  • TCFG Investment Advisors bought 23 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $583.
  • Capital Group Ultra Short Income ETF made up 0.07% of TCFG Investment Advisors's portfolio in Q2 2026, its #270 holding.
  • TCFG Investment Advisors first reported a position in Capital Group Ultra Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.