AF
CGUS icon

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

Advisornet Financial’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 		$696K Buy
15,639
+18
+0.1% +$770 0.03% 341
2026
Q1 		$600K Sell
15,621
-2,319
-13% -$93.4K 0.03% 345
2025
Q4 		$722K Buy
17,940
+1,317
+8% +$52.6K 0.04% 314
2025
Q3 		$657K Sell
16,623
-593
-3% -$22.8K 0.04% 327
2025
Q2 		$636K Buy
17,216
+4,321
+34% +$147K 0.04% 325
2025
Q1 		$431K Buy
12,895
+2,067
+19% +$72.6K 0.03% 380
2024
Q4 		$379K Buy
10,828
+4,295
+66% +$151K 0.03% 372
2024
Q3 		$224K Sell
6,533
-191
-3% -$6.31K 0.02% 501
2024
Q2 		$217K Buy
6,724
+8
+0.1% +$250 0.02% 456
2024
Q1 		$209K Buy
6,716
+3,021
+82% +$89.5K 0.02% 461
2023
Q4 		$105K Sell
3,695
-398
-10% -$10.5K 0.01% 630
2023
Q3 		$103K Buy
4,093
+1
+0% +$26 0.01% 607
2023
Q2 		$105K Sell
4,092
-623
-13% -$15.2K 0.01% 640
2023
Q1 		$112K Sell
4,715
-200
-4% -$4.67K 0.01% 598
2022
Q4 		$110K Buy
4,915
+3,265
+198% +$72.5K 0.01% 600
2022
Q3 		$34K Buy
+1,650
New +$37.1K ﹤0.01% 957

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

Advisornet Financial's CGUS Position: Q2 2026 in Review

Advisornet Financial increased its Capital Group Core Equity ETF (CGUS) stake by 0.12% in Q2 2026, buying an estimated $770 and bringing the position to 15,639 shares worth $696K. The position accounts for 0.03% of the portfolio, ranked #341.

Advisornet Financial first reported a position in CGUS in Q3 2022 and has held it in 16 quarters since. The position peaked at $722K in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Advisornet Financial held 15,639 shares of Capital Group Core Equity ETF worth $696K as of Q2 2026.
  • Advisornet Financial bought 18 Capital Group Core Equity ETF shares in Q2 2026, an estimated $770.
  • Capital Group Core Equity ETF made up 0.03% of Advisornet Financial's portfolio in Q2 2026, its #341 holding.
  • Advisornet Financial first reported a position in Capital Group Core Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • Advisornet Financial's Capital Group Core Equity ETF position peaked at $722K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.