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

Axxcess 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 Q2	$1.01M	Buy	+22,750	New	+$974K	0.02%	526
2026 Q1	–	Sell	-24,646	Closed	-$992K	–	481
2025 Q4	$992K	Sell	24,646 -37	-0.1%	-$1.48K	0.02%	516
2025 Q3	$976K	Buy	24,683 +1,672	+7%	+$64.2K	0.02%	448
2025 Q2	$850K	Sell	23,011 -1,051	-4%	-$35.8K	0.02%	472
2025 Q1	$804K	Buy	24,062 +1,293	+6%	+$45.4K	0.02%	445
2024 Q4	$796K	Buy	22,769 +3,693	+19%	+$129K	0.02%	449
2024 Q3	$654K	Buy	19,076 +5,619	+42%	+$186K	0.02%	492
2024 Q2	$434K	Buy	13,457 +1,797	+15%	+$56.1K	0.01%	556
2024 Q1	$363K	Buy	11,660 +1,996	+21%	+$59.2K	0.01%	617
2023 Q4	$273K	Buy	+9,664	New	+$255K	0.01%	672

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

Axxcess Wealth Management's CGUS Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 22,750 shares worth $1.01M. The stake represents 0.02% of the portfolio and ranks #526 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CGUS as recently as Q4 2025.

Axxcess Wealth Management first reported a position in CGUS in Q4 2023 and has held it in 10 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Axxcess Wealth Management held 22,750 shares of Capital Group Core Equity ETF worth $1.01M as of Q2 2026.
Capital Group Core Equity ETF was a new Axxcess Wealth Management position in Q2 2026.
Capital Group Core Equity ETF made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #526 holding.
Axxcess Wealth Management first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 10 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.