TFS
CGUI

Thoroughbred Financial Services’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Thoroughbred Financial Services’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 		$208K Buy
+8,233
New +$209K 0.01% 609

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

Thoroughbred Financial Services's CGUI Position: Q2 2026 in Review

Thoroughbred Financial Services opened a new position in Capital Group Ultra Short Income ETF (CGUI) in Q2 2026: 8,233 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #609 among its holdings.

58 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Thoroughbred Financial Services held 8,233 shares of Capital Group Ultra Short Income ETF worth $208K as of Q2 2026.
  • Capital Group Ultra Short Income ETF was a new Thoroughbred Financial Services position in Q2 2026.
  • Capital Group Ultra Short Income ETF made up 0.01% of Thoroughbred Financial Services's portfolio in Q2 2026, its #609 holding.
  • 58 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.