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

AmeriFlex Group’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	$266K	Buy	5,978 +3,603	+152%	+$154K	0.11%	178
2026 Q1	$91.2K	Hold	2,375	–	–	0.05%	299
2025 Q4	$95.5K	Buy	2,375 +49	+2%	+$1.96K	0.05%	284
2025 Q3	$92K	Buy	2,326 +1,891	+435%	+$72.6K	0.03%	335
2025 Q2	$16K	Sell	435 -1,325	-75%	-$45.1K	0.01%	614
2025 Q1	$58.8K	Buy	1,760 +1,326	+306%	+$46.6K	0.02%	432
2024 Q4	$15.8K	Buy	+434	New	+$15.2K	0.01%	678

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

AmeriFlex Group's CGUS Position: Q2 2026 in Review

AmeriFlex Group increased its Capital Group Core Equity ETF (CGUS) stake by 152% in Q2 2026, buying an estimated $154K and bringing the position to 5,978 shares worth $266K. The position accounts for 0.11% of the portfolio, ranked #178.

AmeriFlex Group first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

AmeriFlex Group held 5,978 shares of Capital Group Core Equity ETF worth $266K as of Q2 2026.
AmeriFlex Group bought 3,603 Capital Group Core Equity ETF shares in Q2 2026, an estimated $154K.
Capital Group Core Equity ETF made up 0.11% of AmeriFlex Group's portfolio in Q2 2026, its #178 holding.
AmeriFlex Group first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.