AlphaCore Capital’s Capital Group Core Equity ETF CGUS Stock Holding History

AlphaCore Capital’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	$598K	Buy	13,418 +90	+0.7%	+$3.85K	0.01%	609
2026 Q1	$513K	Buy	13,328 +116	+0.9%	+$4.67K	0.01%	536
2025 Q4	$532K	Buy	13,212 +803	+6%	+$32.1K	0.01%	594
2025 Q3	$492K	Buy	12,409 +66	+0.5%	+$2.53K	0.02%	455
2025 Q2	$457K	Buy	12,343 +79	+0.6%	+$2.69K	0.02%	391
2025 Q1	$411K	Buy	+12,264	New	+$431K	0.03%	303

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

AlphaCore Capital's CGUS Position: Q2 2026 in Review

AlphaCore Capital increased its Capital Group Core Equity ETF (CGUS) stake by 0.68% in Q2 2026, buying an estimated $3.85K and bringing the position to 13,418 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #609.

AlphaCore Capital first reported a position in CGUS in Q1 2025 and has held it in 6 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

AlphaCore Capital held 13,418 shares of Capital Group Core Equity ETF worth $598K as of Q2 2026.
AlphaCore Capital bought 90 Capital Group Core Equity ETF shares in Q2 2026, an estimated $3.85K.
Capital Group Core Equity ETF made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #609 holding.
AlphaCore Capital first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 6 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.