Barnes Pettey Financial Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Barnes Pettey Financial Advisors’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	$4.42M	Buy	99,284 +2,516	+3%	+$108K	1.38%	18
2026 Q1	$3.72M	Buy	96,768 +1,010	+1%	+$40.7K	1.62%	13
2025 Q4	$3.85M	Buy	95,758 +553	+0.6%	+$22.1K	1.9%	11
2025 Q3	$3.76M	Sell	95,205 -161	-0.2%	-$6.18K	2.06%	12
2025 Q2	$3.52M	Sell	95,366 -881	-0.9%	-$30K	2.35%	8
2025 Q1	$3.21M	Sell	96,247 -4,427	-4%	-$156K	2.5%	8
2024 Q4	$3.52M	Sell	100,674 -98	-0.1%	-$3.44K	2.69%	8
2024 Q3	$3.45M	Sell	100,772 -1,200	-1%	-$39.6K	2.76%	8
2024 Q2	$3.29M	Sell	101,972 -3,158	-3%	-$98.6K	2.83%	8
2024 Q1	$3.28M	Hold	105,130	–	–	2.83%	6
2023 Q4	$2.98M	Buy	105,130 +4,360	+4%	+$115K	2.42%	12
2023 Q3	$2.53M	Sell	100,770 -2,368	-2%	-$61.4K	2.32%	12
2023 Q2	$2.65M	Buy	103,138 +13,326	+15%	+$325K	2.29%	13
2023 Q1	$2.13M	Buy	89,812 +1,367	+2%	+$31.9K	2.03%	12
2022 Q4	$1.99M	Buy	+88,445	New	+$1.96M	2.05%	10

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

Barnes Pettey Financial Advisors's CGUS Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 2.6% in Q2 2026, buying an estimated $108K and bringing the position to 99,284 shares worth $4.42M. The position accounts for 1.38% of the portfolio, ranked #18.

Barnes Pettey Financial Advisors 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.

Barnes Pettey Financial Advisors held 99,284 shares of Capital Group Core Equity ETF worth $4.42M as of Q2 2026.
Barnes Pettey Financial Advisors bought 2,516 Capital Group Core Equity ETF shares in Q2 2026, an estimated $108K.
Capital Group Core Equity ETF made up 1.38% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #18 holding.
Barnes Pettey Financial Advisors 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 Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.