Arvest Investments’s Capital Group Core Equity ETF CGUS Stock Holding History

Arvest Investments’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	$18.2K	Hold	409	–	–	﹤0.01%	189
2026 Q1	$15.7K	Hold	409	–	–	﹤0.01%	180
2025 Q4	$16.5K	Hold	409	–	–	﹤0.01%	174
2025 Q3	$16.2K	Hold	409	–	–	﹤0.01%	167
2025 Q2	$15.1K	Hold	409	–	–	﹤0.01%	159
2025 Q1	$13.7K	Hold	409	–	–	﹤0.01%	143
2024 Q4	$14.3K	Hold	409	–	–	﹤0.01%	146
2024 Q3	$14K	Hold	409	–	–	﹤0.01%	143
2024 Q2	$13.2K	Buy	+409	New	+$12.8K	﹤0.01%	141

Other funds holding CGUS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MHB

Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Arvest Investments's CGUS Position: Q2 2026 in Review

Arvest Investments held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 409 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Arvest Investments first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. 213 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Arvest Investments held 409 shares of Capital Group Core Equity ETF worth $18.2K as of Q2 2026.
Arvest Investments left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
Capital Group Core Equity ETF made up ﹤0.01% of Arvest Investments's portfolio in Q2 2026, its #189 holding.
Arvest Investments first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
213 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.