Brinker Capital Investments’s Capital Group Core Equity ETF CGUS Stock Holding History

Brinker Capital Investments’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	$21.4M	Buy	482,137 +17,064	+4%	+$730K	0.16%	104
2026 Q1	$17.9M	Buy	465,073 +22,884	+5%	+$921K	0.15%	115
2025 Q4	$17.8M	Buy	442,189 +31,362	+8%	+$1.25M	0.13%	135
2025 Q3	$16.2M	Sell	410,827 -412	-0.1%	-$15.8K	0.13%	142
2025 Q2	$15.2M	Buy	411,239 +8,028	+2%	+$273K	0.13%	138
2025 Q1	$13.5M	Buy	403,211 +46,340	+13%	+$1.63M	0.13%	137
2024 Q4	$12.5M	Buy	356,871 +25,786	+8%	+$904K	0.12%	149
2024 Q3	$11.3M	Sell	331,085 -19,621	-6%	-$648K	0.11%	178
2024 Q2	$11.3M	Buy	350,706 +19,442	+6%	+$607K	0.12%	162
2024 Q1	$10.3M	Buy	331,264 +51,826	+19%	+$1.54M	0.11%	190
2023 Q4	$7.87M	Buy	279,438 +33,047	+13%	+$871K	0.09%	215
2023 Q3	$6.19M	Buy	+246,391	New	+$6.39M	0.07%	255

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

Brinker Capital Investments's CGUS Position: Q2 2026 in Review

Brinker Capital Investments increased its Capital Group Core Equity ETF (CGUS) stake by 3.7% in Q2 2026, buying an estimated $730K and bringing the position to 482,137 shares worth $21.4M. The position accounts for 0.16% of the portfolio, ranked #104.

Brinker Capital Investments first reported a position in CGUS in Q3 2023 and has held it in 12 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Brinker Capital Investments held 482,137 shares of Capital Group Core Equity ETF worth $21.4M as of Q2 2026.
Brinker Capital Investments bought 17,064 Capital Group Core Equity ETF shares in Q2 2026, an estimated $730K.
Capital Group Core Equity ETF made up 0.16% of Brinker Capital Investments's portfolio in Q2 2026, its #104 holding.
Brinker Capital Investments first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 12 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.