Wealth Enhancement Advisory Services’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Wealth Enhancement Advisory 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 Q3	$2.17M	Buy	85,839 +43,562	+103%	+$1.1M	﹤0.01%	1613
2026 Q2	$1.07M	Buy	42,277 +21,061	+99%	+$534K	﹤0.01%	2022
2026 Q1	$537K	Buy	+21,216	New	+$538K	﹤0.01%	2264

Other funds holding CGUI

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $304M AUM

Michael Brady & Co Westlake, Ohio $110M AUM 10.96% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's CGUI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group Ultra Short Income ETF (CGUI) stake by 103% in Q3 2026, buying an estimated $1.1M and bringing the position to 85,839 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Wealth Enhancement Advisory Services first reported a position in CGUI in Q1 2026 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold CGUI as of Q3 2026.

Wealth Enhancement Advisory Services held 85,839 shares of Capital Group Ultra Short Income ETF worth $2.17M as of Q3 2026.
Wealth Enhancement Advisory Services bought 43,562 Capital Group Ultra Short Income ETF shares in Q3 2026, an estimated $1.1M.
Capital Group Ultra Short Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1613 holding.
Wealth Enhancement Advisory Services first reported a position in Capital Group Ultra Short Income ETF in Q1 2026 and has held it in 3 quarters since.
16 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.