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ACAS LLC’s Capital Group Core Equity ETF CGUS Stock Holding History

ACAS 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
2025
Q2 		$201K Buy
+5,212
New +$178K 0.13% 91
2025
Q1 		– Sell
-5,561
Closed -$203K – 86
2024
Q4 		$203K Sell
5,561
-798
-13% -$28K 0.15% 86
2024
Q3 		$218K Buy
6,359
+100
+2% +$3.3K 0.18% 82
2024
Q2 		$207K Buy
+6,259
New +$195K 0.18% 82

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACAS LLC's CGUS Position: Q2 2025 in Review

ACAS LLC opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2025: 5,212 shares worth $201K. The stake represents 0.13% of the portfolio and ranks #91 among its holdings. This is a return to the name: ACAS LLC previously reported a position in CGUS as recently as Q4 2024.

ACAS LLC first reported a position in CGUS in Q2 2024 and has held it in 4 quarters since. The position peaked at $218K in Q3 2024. 335 funds tracked by Wall St. Rank hold CGUS as of Q2 2025.

  • ACAS LLC held 5,212 shares of Capital Group Core Equity ETF worth $201K as of Q2 2025.
  • Capital Group Core Equity ETF was a new ACAS LLC position in Q2 2025.
  • Capital Group Core Equity ETF made up 0.13% of ACAS LLC's portfolio in Q2 2025, its #91 holding.
  • ACAS LLC first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 4 quarters since.
  • ACAS LLC's Capital Group Core Equity ETF position peaked at $218K in Q3 2024.
  • 335 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2025.

Based on ACAS LLC's 13F filing for Q2 2025, filed 14 Aug 2025.