Birchwood Financial Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Birchwood Financial Partners’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	$140K	Buy	3,151 +3	+0.1%	+$128	0.11%	107
2026 Q1	$121K	Hold	3,148	–	–	0.12%	102
2025 Q4	$127K	Buy	+3,148	New	+$126K	0.13%	98

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

Birchwood Financial Partners's CGUS Position: Q2 2026 in Review

Birchwood Financial Partners increased its Capital Group Core Equity ETF (CGUS) stake by 0.1% in Q2 2026, buying an estimated $128 and bringing the position to 3,151 shares worth $140K. The position accounts for 0.11% of the portfolio, ranked #107.

Birchwood Financial Partners first reported a position in CGUS in Q4 2025 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Birchwood Financial Partners held 3,151 shares of Capital Group Core Equity ETF worth $140K as of Q2 2026.
Birchwood Financial Partners bought 3 Capital Group Core Equity ETF shares in Q2 2026, an estimated $128.
Capital Group Core Equity ETF made up 0.11% of Birchwood Financial Partners's portfolio in Q2 2026, its #107 holding.
Birchwood Financial Partners first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.