BFS
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Boyer Financial Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Boyer Financial Services’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 		$4.52M Buy
102,276
+2,852
+3% +$122K 3.81% 9
2026
Q1 		$3.82M Buy
99,424
+5,920
+6% +$238K 4.05% 9
2025
Q4 		$3.77M Buy
+93,504
New +$3.73M 4% 9

Other funds holding CGUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MHB
Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

Boyer Financial Services's CGUS Position: Q2 2026 in Review

Boyer Financial Services increased its Capital Group Core Equity ETF (CGUS) stake by 2.9% in Q2 2026, buying an estimated $122K and bringing the position to 102,276 shares worth $4.52M. The position accounts for 3.81% of the portfolio, ranked #9.

Boyer Financial Services first reported a position in CGUS in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Boyer Financial Services held 102,276 shares of Capital Group Core Equity ETF worth $4.52M as of Q2 2026.
  • Boyer Financial Services bought 2,852 Capital Group Core Equity ETF shares in Q2 2026, an estimated $122K.
  • Capital Group Core Equity ETF made up 3.81% of Boyer Financial Services's portfolio in Q2 2026, its #9 holding.
  • Boyer Financial Services first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.