Advisor OS’s Capital Group Core Equity ETF CGUS Stock Holding History

Advisor OS’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	$911K	Sell	20,485 -9,274	-31%	-$397K	0.06%	209
2026 Q1	$1.14M	Buy	29,759 +1,929	+7%	+$77.7K	0.08%	168
2025 Q4	$1.12M	Buy	27,830 +3,222	+13%	+$129K	0.09%	149
2025 Q3	$973K	Buy	24,608 +1,812	+8%	+$69.6K	0.08%	158
2025 Q2	$842K	Buy	22,796 +4,557	+25%	+$155K	0.08%	179
2025 Q1	$609K	Buy	18,239 +5,028	+38%	+$177K	0.07%	204
2024 Q4	$462K	Buy	13,211 +131	+1%	+$4.59K	0.05%	235
2024 Q3	$448K	Buy	13,080 +3,040	+30%	+$100K	0.04%	265
2024 Q2	$324K	Buy	+10,040	New	+$314K	0.04%	295

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

Advisor OS's CGUS Position: Q2 2026 in Review

Advisor OS reduced its Capital Group Core Equity ETF (CGUS) stake by 31% in Q2 2026, selling an estimated $397K and leaving 20,485 shares worth $911K. The position accounts for 0.06% of the portfolio, ranked #209.

Advisor OS first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q1 2026. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Advisor OS held 20,485 shares of Capital Group Core Equity ETF worth $911K as of Q2 2026.
Advisor OS sold 9,274 Capital Group Core Equity ETF shares in Q2 2026, an estimated $397K.
Capital Group Core Equity ETF made up 0.06% of Advisor OS's portfolio in Q2 2026, its #209 holding.
Advisor OS first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
Advisor OS's Capital Group Core Equity ETF position peaked at $1.14M in Q1 2026.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.