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CGUICGUI
2 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in CAPITAL GROUP ULTRA SHORT INCOME ETF

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 42,277 shares of CGUI (CAPITAL GROUP ULTRA SHORT INCOME ETF), worth $1.1M as of 2026-Q2. The position was increased (+99.3% shares). CGUI represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$1.1M

Current Shares

42,277

Total Value Change

+$533,386

Total Shares Change

+21,061

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
42,277
+99.3%
$1.1M0.0%$25.19
40
2026-Q1
New
21,216
-
$536,6500.0%$24.95
34

Other major holders of CGUI: LPL Financial LLC, Merit Financial Group, LLC, Capital International Investors

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