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 Q3	$2.44M	Sell	54,790 -1,218	-2%	-$54.6K	0.35%	36
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	$9.7M	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 $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return

James T. Borello East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Affiance Financial's CGUS Position: Q3 2026 in Review

Affiance Financial reduced its Capital Group Core Equity ETF (CGUS) stake by 2.2% in Q3 2026, selling an estimated $54.6K and leaving 54,790 shares worth $2.44M. The position accounts for 0.35% of the portfolio, ranked #36.

Affiance Financial first reported a position in CGUS in Q4 2022 and has held it in 8 quarters since. The position peaked at $16.4M in Q1 2025. 211 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

Affiance Financial held 54,790 shares of Capital Group Core Equity ETF worth $2.44M as of Q3 2026.
Affiance Financial sold 1,218 Capital Group Core Equity ETF shares in Q3 2026, an estimated $54.6K.
Capital Group Core Equity ETF made up 0.35% of Affiance Financial's portfolio in Q3 2026, its #36 holding.
Affiance Financial first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 8 quarters since.
Affiance Financial's Capital Group Core Equity ETF position peaked at $16.4M in Q1 2025.
211 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.