WSA
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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
Q3 		$8.28M Buy
328,674
+147,211
+81% +$3.73M 3.48% 7
2026
Q2 		$4.59M Buy
+181,463
New +$4.6M 2.04% 10

Other funds holding CGUI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $304M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Science Advisors's CGUI Position: Q3 2026 in Review

Wealth Science Advisors increased its Capital Group Ultra Short Income ETF (CGUI) stake by 81% in Q3 2026, buying an estimated $3.73M and bringing the position to 328,674 shares worth $8.28M. The position accounts for 3.48% of the portfolio, ranked #7.

Wealth Science Advisors first reported a position in CGUI in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold CGUI as of Q3 2026.

  • Wealth Science Advisors held 328,674 shares of Capital Group Ultra Short Income ETF worth $8.28M as of Q3 2026.
  • Wealth Science Advisors bought 147,211 Capital Group Ultra Short Income ETF shares in Q3 2026, an estimated $3.73M.
  • Capital Group Ultra Short Income ETF made up 3.48% of Wealth Science Advisors's portfolio in Q3 2026, its #7 holding.
  • Wealth Science Advisors first reported a position in Capital Group Ultra Short Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q3 2026.

Based on Wealth Science Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.