WAP
CGUI

Wealthcare Advisory Partners’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

Wealthcare Advisory Partners’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 		$2.58M Sell
102,100
-198,895
-66% -$5.04M 0.05% 306
2026
Q1 		$7.61M Buy
300,995
+99,199
+49% +$2.51M 0.15% 132
2025
Q4 		$5.11M Buy
+201,796
New +$5.11M 0.1% 177

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Wealthcare Advisory Partners's CGUI Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Capital Group Ultra Short Income ETF (CGUI) stake by 66% in Q2 2026, selling an estimated $5.04M and leaving 102,100 shares worth $2.58M. The position accounts for 0.05% of the portfolio, ranked #306.

Wealthcare Advisory Partners first reported a position in CGUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.61M in Q1 2026. 13 funds tracked by Wall St. Rank hold CGUI as of Q2 2026.

  • Wealthcare Advisory Partners held 102,100 shares of Capital Group Ultra Short Income ETF worth $2.58M as of Q2 2026.
  • Wealthcare Advisory Partners sold 198,895 Capital Group Ultra Short Income ETF shares in Q2 2026, an estimated $5.04M.
  • Capital Group Ultra Short Income ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #306 holding.
  • Wealthcare Advisory Partners first reported a position in Capital Group Ultra Short Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealthcare Advisory Partners's Capital Group Ultra Short Income ETF position peaked at $7.61M in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.