Cambridge Investment Research Advisors
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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cambridge Investment Research Advisors's CGUS Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 13% in Q1 2026, buying an estimated $14.6M and bringing the position to 3,126,028 shares worth $120M. The position accounts for 0.31% of the portfolio, ranked #48.

Cambridge Investment Research Advisors first reported a position in CGUS in Q1 2022 and has held it in 17 quarters since. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

  • Cambridge Investment Research Advisors held 3,126,028 shares of Capital Group Core Equity ETF worth $120M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 363,415 Capital Group Core Equity ETF shares in Q1 2026, an estimated $14.6M.
  • Capital Group Core Equity ETF made up 0.31% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #48 holding.
  • Cambridge Investment Research Advisors first reported a position in Capital Group Core Equity ETF in Q1 2022 and has held it in 17 quarters since.
  • 409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.