Kingsview Wealth Management LLC Has $1.62 Million Stock Holdings in Capital Group Ultra Short Income ETF $CGUI

Kingsview Wealth Management LLC lifted its stake in shares of Capital Group Ultra Short Income ETF (NYSEARCA:CGUI) by 74.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 63,928 shares of the company’s stock after purchasing an additional 27,251 shares during the quarter. Kingsview Wealth Management LLC’s holdings in Capital Group Ultra Short Income ETF were worth $1,618,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the stock. Merit Financial Group LLC grew its holdings in shares of Capital Group Ultra Short Income ETF by 4.9% during 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. Creekmur Asset Management LLC grew its holdings in shares of Capital Group Ultra Short Income ETF by 4.8% during the 3rd quarter. Creekmur Asset Management LLC now owns 809,658 shares of the company’s stock worth $20,480,000 after purchasing an additional 37,326 shares in the last quarter. Tribridge Partners Financial LLC grew its holdings in shares of Capital Group Ultra Short Income ETF by 19.1% during 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. Wealthcare Advisory Partners LLC acquired a new stake in shares of Capital Group Ultra Short Income ETF during the 4th quarter worth $5,106,000. Finally, Capital Group Private Client Services Inc. grew its holdings in shares of Capital Group Ultra Short Income ETF by 13.8% during the 3rd quarter. Capital Group Private Client Services Inc. now owns 147,043 shares of the company’s stock worth $3,719,000 after purchasing an additional 17,852 shares in the last quarter.

Capital Group Ultra Short Income ETF Price Performance

CGUI opened at $25.31 on Monday. Capital Group Ultra Short Income ETF has a 52-week low of $25.18 and a 52-week high of $25.41. The business’s fifty day moving average is $25.33 and its 200-day moving average is $25.34.

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.