AE Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

AE Wealth 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	$1.05M	Buy	+23,711	New	+$1.01M	﹤0.01%	892
2026 Q1	–	Sell	-5,130	Closed	-$206K	–	2607
2025 Q4	$206K	Buy	+5,130	New	+$205K	﹤0.01%	1507
2024 Q1	–	Sell	-12,240	Closed	-$354K	–	1284
2023 Q4	$354K	Buy	+12,240	New	+$322K	﹤0.01%	1620

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

AE Wealth Management's CGUS Position: Q2 2026 in Review

AE Wealth Management opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 23,711 shares worth $1.05M. The stake represents ﹤0.01% of the portfolio and ranks #892 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in CGUS as recently as Q4 2025.

AE Wealth Management first reported a position in CGUS in Q4 2023 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

AE Wealth Management held 23,711 shares of Capital Group Core Equity ETF worth $1.05M as of Q2 2026.
Capital Group Core Equity ETF was a new AE Wealth Management position in Q2 2026.
Capital Group Core Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #892 holding.
AE Wealth Management first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 3 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.