Ameritas Advisory Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Ameritas Advisory Services’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	$4.05M	Buy	90,955 +45,628	+101%	+$1.95M	0.08%	231
2026 Q1	$1.74M	Sell	45,327 -6,296	-12%	-$254K	0.07%	249
2025 Q4	$2.08M	Buy	51,623 +10,766	+26%	+$430K	0.08%	217
2025 Q3	$1.62M	Buy	40,857 +6,211	+18%	+$238K	0.11%	174
2025 Q2	$1.28M	Sell	34,646 -6,920	-17%	-$236K	0.07%	291
2025 Q1	$1.42M	Sell	41,566 -23,414	-36%	-$823K	0.06%	307
2024 Q4	$2.27M	Buy	64,980 +18,650	+40%	+$654K	0.08%	228
2024 Q3	$1.59M	Sell	46,330 -25,942	-36%	-$857K	0.07%	281
2024 Q2	$2.33M	Buy	72,272 +18,465	+34%	+$577K	0.09%	224
2024 Q1	$1.64M	Buy	53,807 +39,895	+287%	+$1.18M	0.07%	272
2023 Q4	$399K	Sell	13,912 -34,009	-71%	-$896K	0.02%	481
2023 Q3	$1.21M	Buy	47,921 +26,267	+121%	+$681K	0.06%	299
2023 Q2	$550K	Sell	21,654 -1,866	-8%	-$45.6K	0.07%	269
2023 Q1	$558K	Sell	23,520 -19,710	-46%	-$460K	0.03%	455
2022 Q4	$971K	Buy	+43,230	New	+$960K	0.05%	356
2022 Q3	–	Sell	-97,800	Closed	-$2.12M	–	767
2022 Q2	$2.12M	Buy	+97,800	New	+$2.29M	0.12%	170

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

Ameritas Advisory Services's CGUS Position: Q2 2026 in Review

Ameritas Advisory Services increased its Capital Group Core Equity ETF (CGUS) stake by 101% in Q2 2026, buying an estimated $1.95M and bringing the position to 90,955 shares worth $4.05M. The position accounts for 0.08% of the portfolio, ranked #231.

Ameritas Advisory Services first reported a position in CGUS in Q2 2022 and has held it in 16 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Ameritas Advisory Services held 90,955 shares of Capital Group Core Equity ETF worth $4.05M as of Q2 2026.
Ameritas Advisory Services bought 45,628 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.95M.
Capital Group Core Equity ETF made up 0.08% of Ameritas Advisory Services's portfolio in Q2 2026, its #231 holding.
Ameritas Advisory Services first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 16 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.