Bay Colony Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Bay Colony 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	$504K	Buy	11,342 +16	+0.1%	+$685	0.06%	261
2026 Q1	$435K	Sell	11,326 -2,033	-15%	-$81.9K	0.05%	290
2025 Q4	$537K	Buy	13,359 +906	+7%	+$36.2K	0.06%	266
2025 Q3	$492K	Buy	12,453 +116	+0.9%	+$4.45K	0.06%	297
2025 Q2	$456K	Buy	12,337 +30	+0.2%	+$1.02K	0.06%	258
2025 Q1	$410K	Buy	12,307 +4,573	+59%	+$161K	0.06%	274
2024 Q4	$270K	Buy	+7,734	New	+$271K	0.04%	356

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

Bay Colony Advisors's CGUS Position: Q2 2026 in Review

Bay Colony Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 0.14% in Q2 2026, buying an estimated $685 and bringing the position to 11,342 shares worth $504K. The position accounts for 0.06% of the portfolio, ranked #261.

Bay Colony Advisors first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $537K in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Bay Colony Advisors held 11,342 shares of Capital Group Core Equity ETF worth $504K as of Q2 2026.
Bay Colony Advisors bought 16 Capital Group Core Equity ETF shares in Q2 2026, an estimated $685.
Capital Group Core Equity ETF made up 0.06% of Bay Colony Advisors's portfolio in Q2 2026, its #261 holding.
Bay Colony Advisors first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
Bay Colony Advisors's Capital Group Core Equity ETF position peaked at $537K in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.