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

Atria 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	$3.49M	Buy	78,406 +4,454	+6%	+$191K	0.03%	511
2026 Q1	$2.84M	Buy	73,952 +25,128	+51%	+$1.01M	0.03%	547
2025 Q4	$1.96M	Buy	48,824 +41,440	+561%	+$1.65M	0.02%	729
2025 Q3	$292K	Sell	7,384 -2,249	-23%	-$86.4K	﹤0.01%	1736
2025 Q2	$356K	Buy	9,633 +2,029	+27%	+$69.1K	﹤0.01%	1608
2025 Q1	$254K	Buy	7,604 +161	+2%	+$5.66K	﹤0.01%	1715
2024 Q4	$260K	Buy	7,443 +1,482	+25%	+$51.9K	﹤0.01%	1663
2024 Q3	$204K	Buy	+5,961	New	+$197K	﹤0.01%	1822

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

Atria Investments's CGUS Position: Q2 2026 in Review

Atria Investments increased its Capital Group Core Equity ETF (CGUS) stake by 6% in Q2 2026, buying an estimated $191K and bringing the position to 78,406 shares worth $3.49M. The position accounts for 0.03% of the portfolio, ranked #511.

Atria Investments first reported a position in CGUS in Q3 2024 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Atria Investments held 78,406 shares of Capital Group Core Equity ETF worth $3.49M as of Q2 2026.
Atria Investments bought 4,454 Capital Group Core Equity ETF shares in Q2 2026, an estimated $191K.
Capital Group Core Equity ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #511 holding.
Atria Investments first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.