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

Allworth 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	$794K	Sell	17,848 -4,916	-22%	-$210K	﹤0.01%	805
2026 Q1	$875K	Sell	22,764 -3,408	-13%	-$137K	﹤0.01%	745
2025 Q4	$1.05M	Buy	26,172 +924	+4%	+$36.9K	﹤0.01%	688
2025 Q3	$998K	Sell	25,248 -1,622	-6%	-$62.3K	﹤0.01%	674
2025 Q2	$992K	Buy	26,870 +575	+2%	+$19.6K	﹤0.01%	645
2025 Q1	$855K	Buy	26,295 +1,104	+4%	+$38.8K	﹤0.01%	563
2024 Q4	$907K	Buy	25,191 +854	+4%	+$29.9K	0.01%	558
2024 Q3	$834K	Hold	24,337	–	–	0.01%	474
2024 Q2	$793K	Sell	24,337 -1,057	-4%	-$33K	0.01%	471
2024 Q1	$791K	Buy	25,394 +20,810	+454%	+$617K	0.01%	448
2023 Q4	$130K	Hold	4,584	–	–	﹤0.01%	853
2023 Q3	$115K	Hold	4,584	–	–	﹤0.01%	834
2023 Q2	$118K	Hold	4,584	–	–	﹤0.01%	838
2023 Q1	$109K	Hold	4,584	–	–	﹤0.01%	830
2022 Q4	$103K	Buy	4,584 +4,039	+741%	+$89.7K	﹤0.01%	810
2022 Q3	$11K	Hold	545	–	–	﹤0.01%	1598
2022 Q2	$12K	Buy	+545	New	+$12.8K	﹤0.01%	1480

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

Allworth Financial's CGUS Position: Q2 2026 in Review

Allworth Financial reduced its Capital Group Core Equity ETF (CGUS) stake by 22% in Q2 2026, selling an estimated $210K and leaving 17,848 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Allworth Financial first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Allworth Financial held 17,848 shares of Capital Group Core Equity ETF worth $794K as of Q2 2026.
Allworth Financial sold 4,916 Capital Group Core Equity ETF shares in Q2 2026, an estimated $210K.
Capital Group Core Equity ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #805 holding.
Allworth Financial first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
Allworth Financial's Capital Group Core Equity ETF position peaked at $1.05M in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.