Cambridge Investment Research Advisors
CGUS icon

Cambridge Investment Research Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Cambridge Investment Research 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 		$145M Buy
3,258,359
+132,331
+4% +$5.66M 0.34% 49
2026
Q1 		$120M Buy
3,126,028
+363,415
+13% +$14.6M 0.31% 48
2025
Q4 		$111M Buy
2,762,613
+123,993
+5% +$4.95M 0.29% 50
2025
Q3 		$104M Buy
2,638,620
+144,907
+6% +$5.56M 0.29% 52
2025
Q2 		$92.1M Buy
2,493,713
+226,965
+10% +$7.73M 0.28% 53
2025
Q1 		$75.7M Buy
2,266,748
+257,652
+13% +$9.05M 0.26% 64
2024
Q4 		$70.3M Buy
2,009,096
+207,138
+11% +$7.26M 0.23% 73
2024
Q3 		$61.8M Buy
1,801,958
+221,701
+14% +$7.32M 0.21% 83
2024
Q2 		$51M Buy
1,580,257
+158,486
+11% +$4.95M 0.19% 98
2024
Q1 		$44.3M Buy
1,421,771
+104,718
+8% +$3.1M 0.17% 109
2023
Q4 		$37.3M Buy
1,317,053
+482,707
+58% +$12.7M 0.16% 119
2023
Q3 		$20.9M Buy
834,346
+116,414
+16% +$3.02M 0.1% 205
2023
Q2 		$18.4M Buy
717,932
+5,143
+0.7% +$126K 0.08% 237
2023
Q1 		$16.9M Buy
712,789
+106,162
+18% +$2.48M 0.08% 239
2022
Q4 		$13.6M Buy
606,627
+95,426
+19% +$2.12M 0.07% 278
2022
Q3 		$10.4M Buy
511,201
+357,139
+232% +$8.02M 0.06% 314
2022
Q2 		$3.35M Buy
154,062
+130,544
+555% +$3.06M 0.02% 786
2022
Q1 		$606K Buy
+23,518
New +$590K ﹤0.01% 1943

Other funds holding CGUS

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Cambridge Investment Research Advisors's CGUS Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 4.2% in Q2 2026, buying an estimated $5.66M and bringing the position to 3,258,359 shares worth $145M. The position accounts for 0.34% of the portfolio, ranked #49.

Cambridge Investment Research Advisors first reported a position in CGUS in Q1 2022 and has held it in 18 quarters since. 139 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Cambridge Investment Research Advisors held 3,258,359 shares of Capital Group Core Equity ETF worth $145M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 132,331 Capital Group Core Equity ETF shares in Q2 2026, an estimated $5.66M.
  • Capital Group Core Equity ETF made up 0.34% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #49 holding.
  • Cambridge Investment Research Advisors first reported a position in Capital Group Core Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 139 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.