Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

CGUICGUI
4 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in CAPITAL GRP FIXED INCM ETF T

Steward Partners Investment Advisory, LLC holds 166,542 shares of CGUI (CAPITAL GRP FIXED INCM ETF T), 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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used