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Ashton Thomas Private Wealth’s Capital Group Core Equity ETF CGUS Stock Holding History

Ashton Thomas Private Wealth’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 		– Sell
-6,259
Closed -$240K – 1603
2026
Q1 		$240K Buy
+6,259
New +$252K 0.01% 968
2024
Q3 		– Sell
-374
Closed -$12.1K – 833
2024
Q2 		$12.1K Buy
+374
New +$11.7K ﹤0.01% 1285

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ashton Thomas Private Wealth's CGUS Position: Q2 2026 in Review

Ashton Thomas Private Wealth sold out of Capital Group Core Equity ETF (CGUS) in Q2 2026, closing a stake of 6,259 shares — an estimated $240K sold.

Ashton Thomas Private Wealth first reported a position in CGUS in Q2 2024 and held it in 2 quarters. The position peaked at $240K in Q1 2026. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Ashton Thomas Private Wealth reported no remaining Capital Group Core Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 6,259 Capital Group Core Equity ETF shares in Q2 2026, an estimated $240K.
  • Ashton Thomas Private Wealth first reported a position in Capital Group Core Equity ETF in Q2 2024 and held it in 2 quarters.
  • Ashton Thomas Private Wealth's Capital Group Core Equity ETF position peaked at $240K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.