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

Ashton Thomas Securities’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	$2.75M	Buy	61,757 +1,250	+2%	+$53.5K	0.41%	48
2026 Q1	$2.32M	Buy	60,507 +1,300	+2%	+$52.3K	0.29%	94
2025 Q4	$2.38M	Hold	59,207	–	–	0.45%	54
2025 Q3	$2.3M	Buy	59,207 +2,350	+4%	+$90.2K	0.32%	79
2025 Q2	$2.1M	Buy	56,857 +5,147	+10%	+$175K	0.51%	54
2025 Q1	$1.73M	Buy	51,710 +500	+1%	+$17.6K	0.48%	58
2024 Q4	$1.79M	Buy	51,210 +4,510	+10%	+$158K	0.49%	51
2024 Q3	$1.6M	Buy	46,700 +1,000	+2%	+$33K	0.31%	80
2024 Q2	$1.5M	Buy	+45,700	New	+$1.43M	0.36%	72

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

Ashton Thomas Securities's CGUS Position: Q2 2026 in Review

Ashton Thomas Securities increased its Capital Group Core Equity ETF (CGUS) stake by 2.1% in Q2 2026, buying an estimated $53.5K and bringing the position to 61,757 shares worth $2.75M. The position accounts for 0.41% of the portfolio, ranked #48.

Ashton Thomas Securities first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Ashton Thomas Securities held 61,757 shares of Capital Group Core Equity ETF worth $2.75M as of Q2 2026.
Ashton Thomas Securities bought 1,250 Capital Group Core Equity ETF shares in Q2 2026, an estimated $53.5K.
Capital Group Core Equity ETF made up 0.41% of Ashton Thomas Securities's portfolio in Q2 2026, its #48 holding.
Ashton Thomas Securities first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.