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

Arkadios Wealth 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	$572K	Sell	12,853 -1,160	-8%	-$49.6K	0.01%	1065
2026 Q1	$538K	Buy	14,013 +1,056	+8%	+$42.5K	0.01%	1074
2025 Q4	$521K	Sell	12,957 -1,392	-10%	-$55.6K	0.01%	984
2025 Q3	$567K	Buy	14,349 +934	+7%	+$35.9K	0.01%	879
2025 Q2	$495K	Buy	13,415 +253	+2%	+$8.62K	0.01%	848
2025 Q1	$440K	Hold	13,162	–	–	0.02%	750
2024 Q4	$460K	Buy	13,162 +2,961	+29%	+$104K	0.03%	576
2024 Q3	$350K	Buy	10,201 +531	+5%	+$17.5K	0.02%	658
2024 Q2	$312K	Buy	9,670 +1,128	+13%	+$35.2K	0.02%	625
2024 Q1	$266K	Hold	8,542	–	–	0.02%	577
2023 Q4	$242K	Buy	+8,542	New	+$225K	0.02%	596

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

Arkadios Wealth Advisors's CGUS Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 8.3% in Q2 2026, selling an estimated $49.6K and leaving 12,853 shares worth $572K. The position accounts for 0.01% of the portfolio, ranked #1065.

Arkadios Wealth Advisors first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Arkadios Wealth Advisors held 12,853 shares of Capital Group Core Equity ETF worth $572K as of Q2 2026.
Arkadios Wealth Advisors sold 1,160 Capital Group Core Equity ETF shares in Q2 2026, an estimated $49.6K.
Capital Group Core Equity ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1065 holding.
Arkadios Wealth Advisors first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.