Superior Planning, LLC’s Capital Group Core Equity ETF CGUS Stock Holding History

Superior Planning, LLC’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 Q3	$55.4K	Buy	+1,246	New	+$55.9K	0.02%	352

Other funds holding CGUS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Superior Planning, LLC's CGUS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group Core Equity ETF (CGUS) in Q3 2026: 1,246 shares worth $55.4K. The stake represents 0.02% of the portfolio and ranks #352 among its holdings.

363 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

Superior Planning, LLC held 1,246 shares of Capital Group Core Equity ETF worth $55.4K as of Q3 2026.
Capital Group Core Equity ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group Core Equity ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #352 holding.
363 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.