180 Wealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

180 Wealth Advisors’s Portfolio CGUS Stock Details CGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55M	Buy	34,897 +1,886	+6%	+$80.7K	0.16%	145
2026 Q1	$1.27M	Buy	33,011 +153	+0.5%	+$6.16K	0.14%	156
2025 Q4	$1.32M	Buy	32,858 +1,118	+4%	+$44.6K	0.15%	143
2025 Q3	$1.26M	Buy	31,740 +471	+2%	+$18.1K	0.15%	138
2025 Q2	$1.15M	Buy	31,269 +398	+1%	+$13.6K	0.16%	132
2025 Q1	$1.03M	Sell	30,871 -705	-2%	-$24.8K	0.16%	132
2024 Q4	$1.1M	Sell	31,576 -88	-0.3%	-$3.08K	0.17%	120
2024 Q3	$1.09M	Buy	31,664 +110	+0.3%	+$3.63K	0.17%	123
2024 Q2	$1.04M	Buy	31,554 +862	+3%	+$26.9K	0.17%	118
2024 Q1	$956K	Buy	30,692 +2,198	+8%	+$65.1K	0.17%	123
2023 Q4	$800K	Buy	28,494 +497	+2%	+$13.1K	0.16%	129
2023 Q3	$703K	Buy	27,997 +754	+3%	+$19.5K	0.16%	136
2023 Q2	$699K	Buy	27,243 +4,611	+20%	+$113K	0.15%	144
2023 Q1	$536K	Buy	22,632 +2,594	+13%	+$60.5K	0.12%	176
2022 Q4	$476K	Buy	+20,038	New	+$445K	0.11%	194

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

180 Wealth Advisors's CGUS Position: Q2 2026 in Review

180 Wealth Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 5.7% in Q2 2026, buying an estimated $80.7K and bringing the position to 34,897 shares worth $1.55M. The position accounts for 0.16% of the portfolio, ranked #145.

180 Wealth Advisors first reported a position in CGUS in Q4 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

180 Wealth Advisors held 34,897 shares of Capital Group Core Equity ETF worth $1.55M as of Q2 2026.
180 Wealth Advisors bought 1,886 Capital Group Core Equity ETF shares in Q2 2026, an estimated $80.7K.
Capital Group Core Equity ETF made up 0.16% of 180 Wealth Advisors's portfolio in Q2 2026, its #145 holding.
180 Wealth Advisors first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.