Avantax Advisory Services’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
Other funds holding CGUS
CGPCS
Avantax Advisory Services's CGUS Position: Q2 2025 in Review
Avantax Advisory Services increased its Capital Group Core Equity ETF (CGUS) stake by 23% in Q2 2025, buying an estimated $747K and bringing the position to 115,626 shares worth $4.27M. The position accounts for 0.02% of the portfolio, ranked #500.
Avantax Advisory Services first reported a position in CGUS in Q2 2022 and has held it in 9 quarters since. 335 funds tracked by Wall St. Rank hold CGUS as of Q2 2025.
- Avantax Advisory Services held 115,626 shares of Capital Group Core Equity ETF worth $4.27M as of Q2 2025.
- Avantax Advisory Services bought 21,942 Capital Group Core Equity ETF shares in Q2 2025, an estimated $747K.
- Capital Group Core Equity ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #500 holding.
- Avantax Advisory Services first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 9 quarters since.
- 335 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.