WIA
CGUI

World Investment Advisors’s Capital Group Ultra Short Income ETF CGUI Stock Holding History

World Investment 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
Q1 		$650K Hold
25,698
– – 0.01% 872
2025
Q4 		$650K Hold
25,698
– – 0.01% 832
2025
Q3 		$650K Buy
+25,698
New +$650K 0.01% 696

Other funds holding CGUI

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

World Investment Advisors's CGUI Position: Q1 2026 in Review

World Investment Advisors held its Capital Group Ultra Short Income ETF (CGUI) position steady in Q1 2026 at 25,698 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #872.

World Investment Advisors first reported a position in CGUI in Q3 2025 and has held it in 3 quarters since. The position peaked at $650K in Q4 2025. 54 funds tracked by Wall St. Rank hold CGUI as of Q1 2026.

  • World Investment Advisors held 25,698 shares of Capital Group Ultra Short Income ETF worth $650K as of Q1 2026.
  • World Investment Advisors left its Capital Group Ultra Short Income ETF share count unchanged in Q1 2026.
  • Capital Group Ultra Short Income ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #872 holding.
  • World Investment Advisors first reported a position in Capital Group Ultra Short Income ETF in Q3 2025 and has held it in 3 quarters since.
  • World Investment Advisors's Capital Group Ultra Short Income ETF position peaked at $650K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Capital Group Ultra Short Income ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.