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

Beacon Financial Advisory’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	$637K	Sell	14,313 -2,700	-16%	-$116K	0.13%	202
2026 Q1	$654K	Sell	17,013 -906	-5%	-$36.5K	0.15%	183
2025 Q4	$721K	Sell	17,919 -2,135	-11%	-$85.3K	0.17%	160
2025 Q3	$793K	Sell	20,054 -54	-0.3%	-$2.07K	0.18%	148
2025 Q2	$743K	Sell	20,108 -988	-5%	-$33.7K	0.19%	138
2025 Q1	$705K	Sell	21,096 -1,484	-7%	-$52.1K	0.21%	125
2024 Q4	$790K	Buy	22,580 +46	+0.2%	+$1.61K	0.26%	105
2024 Q3	$772K	Buy	22,534 +3,202	+17%	+$106K	0.26%	111
2024 Q2	$623K	Buy	19,332 +1,554	+9%	+$48.5K	0.23%	125
2024 Q1	$554K	Buy	17,778 +2,104	+13%	+$62.4K	0.27%	106
2023 Q4	$444K	Buy	15,674 +692	+5%	+$18.2K	0.21%	134
2023 Q3	$376K	Buy	14,982 +2,797	+23%	+$72.5K	0.21%	143
2023 Q2	$313K	Buy	12,185 +3,189	+35%	+$77.9K	0.18%	162
2023 Q1	$213K	Buy	+8,996	New	+$210K	0.14%	189

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

Beacon Financial Advisory's CGUS Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Capital Group Core Equity ETF (CGUS) stake by 16% in Q2 2026, selling an estimated $116K and leaving 14,313 shares worth $637K. The position accounts for 0.13% of the portfolio, ranked #202.

Beacon Financial Advisory first reported a position in CGUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $793K in Q3 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Beacon Financial Advisory held 14,313 shares of Capital Group Core Equity ETF worth $637K as of Q2 2026.
Beacon Financial Advisory sold 2,700 Capital Group Core Equity ETF shares in Q2 2026, an estimated $116K.
Capital Group Core Equity ETF made up 0.13% of Beacon Financial Advisory's portfolio in Q2 2026, its #202 holding.
Beacon Financial Advisory first reported a position in Capital Group Core Equity ETF in Q1 2023 and has held it in 14 quarters since.
Beacon Financial Advisory's Capital Group Core Equity ETF position peaked at $793K in Q3 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.