Wealth Science Advisors’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Wealth Science 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	$4.59M	Buy	+181,463	New	+$4.6M	2.04%	10

Other funds holding CGUI

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Science Advisors's CGUI Position: Q2 2026 in Review

Wealth Science Advisors opened a new position in Capital Group Ultra Short Income ETF (CGUI) in Q2 2026: 181,463 shares worth $4.59M. The stake represents 2.04% of the portfolio and ranks #10 among its holdings.

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

Wealth Science Advisors held 181,463 shares of Capital Group Ultra Short Income ETF worth $4.59M as of Q2 2026.
Capital Group Ultra Short Income ETF was a new Wealth Science Advisors position in Q2 2026.
Capital Group Ultra Short Income ETF made up 2.04% of Wealth Science Advisors's portfolio in Q2 2026, its #10 holding.
58 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Wealth Science Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.