Advyzon Investment Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Advyzon Investment Management’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	$3.81M	Sell	85,585 -8,389	-9%	-$359K	0.28%	89
2026 Q1	$3.61M	Buy	93,974 +14,857	+19%	+$598K	0.32%	72
2025 Q4	$3.18M	Buy	79,117 +45,478	+135%	+$1.82M	0.37%	63
2025 Q3	$1.33M	Sell	33,639 -610	-2%	-$23.4K	0.23%	101
2025 Q2	$1.26M	Buy	34,249 +260	+0.8%	+$8.86K	0.28%	75
2025 Q1	$1.14M	Buy	33,989 +32	+0.1%	+$1.12K	0.4%	49
2024 Q4	$1.19M	Buy	+33,957	New	+$1.19M	0.46%	38

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

Advyzon Investment Management's CGUS Position: Q2 2026 in Review

Advyzon Investment Management reduced its Capital Group Core Equity ETF (CGUS) stake by 8.9% in Q2 2026, selling an estimated $359K and leaving 85,585 shares worth $3.81M. The position accounts for 0.28% of the portfolio, ranked #89.

Advyzon Investment Management first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Advyzon Investment Management held 85,585 shares of Capital Group Core Equity ETF worth $3.81M as of Q2 2026.
Advyzon Investment Management sold 8,389 Capital Group Core Equity ETF shares in Q2 2026, an estimated $359K.
Capital Group Core Equity ETF made up 0.28% of Advyzon Investment Management's portfolio in Q2 2026, its #89 holding.
Advyzon Investment Management first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.