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CGUICGUI
4 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in CAPITAL GROUP ULTRA SHORT INCOME ETF

Steward Partners Investment Advisory, LLC holds 166,542 shares of CGUI (CAPITAL GROUP ULTRA SHORT INCOME ETF), worth $4.2M as of 2026-Q2. The position was decreased (-0.5% shares). CGUI represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$4.2M

Current Shares

166,542

Total Value Change

+$710,442

Total Shares Change

+28,185

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
166,542
-0.5%
$4.2M0.0%$25.19
0
2026-Q1
Increased
167,348
+11.0%
$4.2M0.0%$24.95
30
2025-Q4
Increased
150,742
+8.9%
$3.8M0.0%$24.76
29
2025-Q3
New
138,357
-
$3.5M0.0%$24.50
37

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

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