Benjamin Edwards Inc’s Capital Group Core Equity ETF CGUS Stock Holding History

Benjamin Edwards Inc’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	$126M	Buy	2,837,703 +83,754	+3%	+$3.58M	1.15%	11
2026 Q1	$106M	Buy	2,753,949 +2,022,431	+276%	+$81.4M	1.05%	12
2025 Q4	$29.4M	Buy	731,518 +132,420	+22%	+$5.29M	0.33%	86
2025 Q3	$23.7M	Buy	599,098 +129,020	+27%	+$4.95M	0.27%	101
2025 Q2	$17.4M	Buy	470,078 +101,158	+27%	+$3.45M	0.22%	112
2025 Q1	$12.3M	Buy	368,920 +57,036	+18%	+$2M	0.17%	136
2024 Q4	$10.9M	Buy	311,884 +38,913	+14%	+$1.36M	0.16%	158
2024 Q3	$9.36M	Buy	+272,971	New	+$9.02M	0.14%	173

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

Benjamin Edwards Inc's CGUS Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Capital Group Core Equity ETF (CGUS) stake by 3% in Q2 2026, buying an estimated $3.58M and bringing the position to 2,837,703 shares worth $126M. The position accounts for 1.15% of the portfolio, ranked #11.

Benjamin Edwards Inc first reported a position in CGUS in Q3 2024 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Benjamin Edwards Inc held 2,837,703 shares of Capital Group Core Equity ETF worth $126M as of Q2 2026.
Benjamin Edwards Inc bought 83,754 Capital Group Core Equity ETF shares in Q2 2026, an estimated $3.58M.
Capital Group Core Equity ETF made up 1.15% of Benjamin Edwards Inc's portfolio in Q2 2026, its #11 holding.
Benjamin Edwards Inc first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.