Beacon Pointe Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Beacon Pointe 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	$21.1M	Sell	474,889 -4,788	-1%	-$205K	0.1%	197
2026 Q1	$18.4M	Buy	479,677 +23,033	+5%	+$927K	0.1%	198
2025 Q4	$18.4M	Buy	456,644 +3,849	+0.9%	+$154K	0.13%	169
2025 Q3	$17.9M	Buy	452,795 +336,747	+290%	+$12.9M	0.15%	142
2025 Q2	$4.29M	Buy	+116,048	New	+$3.95M	0.04%	342

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 Pointe Advisors's CGUS Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 1% in Q2 2026, selling an estimated $205K and leaving 474,889 shares worth $21.1M. The position accounts for 0.1% of the portfolio, ranked #197.

Beacon Pointe Advisors first reported a position in CGUS in Q2 2025 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Beacon Pointe Advisors held 474,889 shares of Capital Group Core Equity ETF worth $21.1M as of Q2 2026.
Beacon Pointe Advisors sold 4,788 Capital Group Core Equity ETF shares in Q2 2026, an estimated $205K.
Capital Group Core Equity ETF made up 0.1% of Beacon Pointe Advisors's portfolio in Q2 2026, its #197 holding.
Beacon Pointe Advisors first reported a position in Capital Group Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.