Wealthcare Advisory Partners LLC Has $2.58 Million Stock Holdings in Capital Group Ultra Short Income ETF $CGUI

Wealthcare Advisory Partners LLC lessened its stake in shares of Capital Group Ultra Short Income ETF (NYSEARCA:CGUI) by 66.1% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 102,100 shares of the company’s stock after selling 198,895 shares during the period. Wealthcare Advisory Partners LLC’s holdings in Capital Group Ultra Short Income ETF were worth $2,581,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Michael Brady & Co. LLC purchased a new position in Capital Group Ultra Short Income ETF during the fourth quarter valued at approximately $687,000. Strategic Blueprint LLC acquired a new position in Capital Group Ultra Short Income ETF in the fourth quarter valued at approximately $2,003,000. Tribridge Partners Financial LLC boosted its position in Capital Group Ultra Short Income ETF by 19.1% in the 4th quarter. Tribridge Partners Financial LLC now owns 258,891 shares of the company’s stock worth $6,551,000 after purchasing an additional 41,519 shares in the last quarter. Merit Financial Group LLC boosted its position in Capital Group Ultra Short Income ETF by 4.9% in the 4th quarter. Merit Financial Group LLC now owns 1,117,817 shares of the company’s stock worth $28,286,000 after purchasing an additional 51,782 shares in the last quarter. Finally, 5T Wealth LLC acquired a new stake in shares of Capital Group Ultra Short Income ETF during the 4th quarter worth approximately $554,000.

Capital Group Ultra Short Income ETF Stock Up 0.0%

Shares of NYSEARCA CGUI opened at $25.33 on Thursday. The firm’s 50 day simple moving average is $25.32 and its 200-day simple moving average is $25.34. Capital Group Ultra Short Income ETF has a 12 month low of $25.20 and a 12 month high of $25.41.

Capital Group Ultra Short Income ETF Company Profile

The Capital Group Ultra Short Income ETF (CGUI) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund of USD-denominated, income-producing debt securities with investment grade ratings and ultra-short term duration. It seeks current income and capital preservation while aiming to maintain a dollar-weighted average maturity of two years or less. CGUI was launched on Jun 25, 2024 and is issued by Capital Group.