Wealth Enhancement Advisory Services
CGUI

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
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

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
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
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Wealth Enhancement Advisory Services's CGUI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group Ultra Short Income ETF (CGUI) stake by 99% in Q2 2026, buying an estimated $534K and bringing the position to 42,277 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Wealth Enhancement Advisory Services first reported a position in CGUI in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 42,277 shares of Capital Group Ultra Short Income ETF worth $1.07M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 21,061 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $534K.
  • Capital Group Ultra Short Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2022 holding.
  • Wealth Enhancement Advisory Services first reported a position in Capital Group Ultra Short Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.