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

Affiance 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	$2.49M	Sell	56,008 -795	-1%	-$34K	0.36%	35
2026 Q1	$2.18M	Sell	56,803 -32,765	-37%	-$1.32M	0.35%	36
2025 Q4	$3.6M	Sell	89,568 -55,778	-38%	-$2.23M	0.58%	23
2025 Q3	$5.75M	Sell	145,346 -117,058	-45%	-$4.49M	1.05%	15
2025 Q2	$9.69M	Sell	262,404 -228,481	-47%	-$7.78M	1.97%	11
2025 Q1	$16.4M	Buy	+490,885	New	+$17.2M	3.82%	6
2023 Q1	–	Sell	-900	Closed	-$20.2K	–	149
2022 Q4	$20.2K	Buy	+900	New	+$20K	0.01%	239

Other funds holding CGUS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MHB

Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Affiance Financial's CGUS Position: Q2 2026 in Review

Affiance Financial reduced its Capital Group Core Equity ETF (CGUS) stake by 1.4% in Q2 2026, selling an estimated $34K and leaving 56,008 shares worth $2.49M. The position accounts for 0.36% of the portfolio, ranked #35.

Affiance Financial first reported a position in CGUS in Q4 2022 and has held it in 7 quarters since. The position peaked at $16.4M in Q1 2025. 213 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Affiance Financial held 56,008 shares of Capital Group Core Equity ETF worth $2.49M as of Q2 2026.
Affiance Financial sold 795 Capital Group Core Equity ETF shares in Q2 2026, an estimated $34K.
Capital Group Core Equity ETF made up 0.36% of Affiance Financial's portfolio in Q2 2026, its #35 holding.
Affiance Financial first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 7 quarters since.
Affiance Financial's Capital Group Core Equity ETF position peaked at $16.4M in Q1 2025.
213 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.