Wealthcare Advisory Partners
CGUI icon

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
Q3 		$2.59M Buy
102,789
+689
+0.7% +$17.4K 0.04% 334
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

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Brookstone Capital Management
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Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
FCG Investment Company
FCG Investment Company Germantown, Tennessee $304M AUM
Michael Brady & Co
Michael Brady & Co Westlake, Ohio $110M AUM 10.96% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
M.E. Allison & Co
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Wealthcare Advisory Partners's CGUI Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Capital Group Ultra Short Income ETF (CGUI) stake by 0.67% in Q3 2026, buying an estimated $17.4K and bringing the position to 102,789 shares worth $2.59M. The position accounts for 0.04% of the portfolio, ranked #334.

Wealthcare Advisory Partners first reported a position in CGUI in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.61M in Q1 2026. 16 funds tracked by Wall St. Rank hold CGUI as of Q3 2026.

  • Wealthcare Advisory Partners held 102,789 shares of Capital Group Ultra Short Income ETF worth $2.59M as of Q3 2026.
  • Wealthcare Advisory Partners bought 689 Capital Group Ultra Short Income ETF shares in Q3 2026, an estimated $17.4K.
  • Capital Group Ultra Short Income ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #334 holding.
  • Wealthcare Advisory Partners first reported a position in Capital Group Ultra Short Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Wealthcare Advisory Partners's Capital Group Ultra Short Income ETF position peaked at $7.61M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.