AWM
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Avaii Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Avaii Wealth Management’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
Q3 		$341K Hold
7,589
– – 0.1% 123
2026
Q2 		$338K Hold
7,589
– – 0.1% 130
2026
Q1 		$292K Buy
+7,589
New +$306K 0.1% 125

Other funds holding CGUS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Avaii Wealth Management's CGUS Position: Q3 2026 in Review

Avaii Wealth Management held its Capital Group Core Equity ETF (CGUS) position steady in Q3 2026 at 7,589 shares worth $341K. The position accounts for 0.1% of the portfolio, ranked #123.

Avaii Wealth Management first reported a position in CGUS in Q1 2026 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Avaii Wealth Management held 7,589 shares of Capital Group Core Equity ETF worth $341K as of Q3 2026.
  • Avaii Wealth Management left its Capital Group Core Equity ETF share count unchanged in Q3 2026.
  • Capital Group Core Equity ETF made up 0.1% of Avaii Wealth Management's portfolio in Q3 2026, its #123 holding.
  • Avaii Wealth Management first reported a position in Capital Group Core Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.