Baird Financial Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Baird Financial Group’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	$59.8M	Buy	1,343,454 +62,260	+5%	+$2.66M	0.08%	161
2026 Q1	$49.2M	Buy	1,281,194 +80,587	+7%	+$3.24M	0.08%	174
2025 Q4	$48.3M	Buy	1,200,607 +16,394	+1%	+$655K	0.08%	181
2025 Q3	$46.8M	Buy	1,184,213 +29,225	+3%	+$1.12M	0.08%	188
2025 Q2	$42.7M	Buy	1,154,988 +88,433	+8%	+$3.01M	0.07%	217
2025 Q1	$35.6M	Buy	1,066,555 +69,784	+7%	+$2.45M	0.07%	231
2024 Q4	$34.9M	Buy	996,771 +41,840	+4%	+$1.47M	0.07%	246
2024 Q3	$32.7M	Buy	954,931 +38,503	+4%	+$1.27M	0.06%	256
2024 Q2	$29.6M	Buy	916,428 +2,894	+0.3%	+$90.4K	0.06%	256
2024 Q1	$28.5M	Buy	913,534 +19,488	+2%	+$578K	0.06%	263
2023 Q4	$25.3M	Buy	894,046 +209,853	+31%	+$5.53M	0.06%	276
2023 Q3	$17.2M	Buy	684,193 +93,220	+16%	+$2.42M	0.05%	318
2023 Q2	$15.2M	Buy	590,973 +156,774	+36%	+$3.83M	0.04%	356
2023 Q1	$10.3M	Buy	434,199 +29,894	+7%	+$697K	0.03%	418
2022 Q4	$9.08M	Buy	+404,305	New	+$8.98M	0.02%	455

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

Baird Financial Group's CGUS Position: Q2 2026 in Review

Baird Financial Group increased its Capital Group Core Equity ETF (CGUS) stake by 4.9% in Q2 2026, buying an estimated $2.66M and bringing the position to 1,343,454 shares worth $59.8M. The position accounts for 0.08% of the portfolio, ranked #161.

Baird Financial Group first reported a position in CGUS in Q4 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Baird Financial Group held 1,343,454 shares of Capital Group Core Equity ETF worth $59.8M as of Q2 2026.
Baird Financial Group bought 62,260 Capital Group Core Equity ETF shares in Q2 2026, an estimated $2.66M.
Capital Group Core Equity ETF made up 0.08% of Baird Financial Group's portfolio in Q2 2026, its #161 holding.
Baird Financial Group first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.