Aptus Capital Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Aptus Capital Advisors’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	$2.92M	Buy	65,713 +4,737	+8%	+$203K	0.02%	448
2026 Q1	$2.34M	Sell	60,976 -353	-0.6%	-$14.2K	0.02%	453
2025 Q4	$2.47M	Buy	61,329 +154	+0.3%	+$6.15K	0.02%	414
2025 Q3	$2.42M	Buy	61,175 +73	+0.1%	+$2.8K	0.02%	399
2025 Q2	$2.26M	Sell	61,102 -569	-0.9%	-$19.4K	0.02%	399
2025 Q1	$2.06M	Sell	61,671 -295	-0.5%	-$10.4K	0.02%	391
2024 Q4	$2.17M	Sell	61,966 -1,407	-2%	-$49.3K	0.02%	384
2024 Q3	$2.17M	Sell	63,373 -2,780	-4%	-$91.8K	0.03%	306
2024 Q2	$2.13M	Sell	66,153 -166,918	-72%	-$5.21M	0.04%	287
2024 Q1	$7.26M	Buy	233,071 +19,991	+9%	+$593K	0.14%	140
2023 Q4	$6.03M	Buy	213,080 +128,800	+153%	+$3.39M	0.16%	115
2023 Q3	$2.12M	Buy	84,280 +5,210	+7%	+$135K	0.06%	225
2023 Q2	$2.03M	Sell	79,070 -7,340	-8%	-$179K	0.05%	227
2023 Q1	$2.05M	Buy	+86,410	New	+$2.02M	0.06%	214

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

Aptus Capital Advisors's CGUS Position: Q2 2026 in Review

Aptus Capital Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 7.8% in Q2 2026, buying an estimated $203K and bringing the position to 65,713 shares worth $2.92M. The position accounts for 0.02% of the portfolio, ranked #448.

Aptus Capital Advisors first reported a position in CGUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.26M in Q1 2024. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Aptus Capital Advisors held 65,713 shares of Capital Group Core Equity ETF worth $2.92M as of Q2 2026.
Aptus Capital Advisors bought 4,737 Capital Group Core Equity ETF shares in Q2 2026, an estimated $203K.
Capital Group Core Equity ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #448 holding.
Aptus Capital Advisors first reported a position in Capital Group Core Equity ETF in Q1 2023 and has held it in 14 quarters since.
Aptus Capital Advisors's Capital Group Core Equity ETF position peaked at $7.26M in Q1 2024.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.