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AA Financial Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

AA Financial 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 		$26.6M Buy
597,760
+61,529
+11% +$2.63M 3.2% 6
2026
Q1 		$20.6M Buy
536,231
+111,851
+26% +$4.5M 2.9% 5
2025
Q4 		$17.1M Buy
424,380
+23,038
+6% +$920K 3.16% 6
2025
Q3 		$15.9M Buy
401,342
+19,962
+5% +$766K 3.12% 6
2025
Q2 		$14.1M Sell
381,380
-1,885
-0.5% -$64.2K 3.04% 6
2025
Q1 		$12.8M Buy
383,265
+66,733
+21% +$2.34M 3.12% 6
2024
Q4 		$11.1M Buy
316,532
+48,951
+18% +$1.72M 2.95% 5
2024
Q3 		$9.17M Buy
267,581
+75,449
+39% +$2.49M 2.66% 5
2024
Q2 		$6.2M Buy
192,132
+88,387
+85% +$2.76M 2.18% 12
2024
Q1 		$3.23M Buy
103,745
+18,840
+22% +$558K 1.3% 26
2023
Q4 		$2.4M Buy
+84,905
New +$2.24M 1.6% 20

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AA Financial Advisors's CGUS Position: Q2 2026 in Review

AA Financial Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 11% in Q2 2026, buying an estimated $2.63M and bringing the position to 597,760 shares worth $26.6M. The position accounts for 3.2% of the portfolio, ranked #6.

AA Financial Advisors first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • AA Financial Advisors held 597,760 shares of Capital Group Core Equity ETF worth $26.6M as of Q2 2026.
  • AA Financial Advisors bought 61,529 Capital Group Core Equity ETF shares in Q2 2026, an estimated $2.63M.
  • Capital Group Core Equity ETF made up 3.2% of AA Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • AA Financial Advisors first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.