Cape Investment Advisory’s Capital Group Core Equity ETF CGUS Stock Holding History

Cape Investment Advisory’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	$58.9K	Buy	+1,325	New	+$56.7K	0.02%	452

Other funds holding CGUS

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

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

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Cape Investment Advisory's CGUS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 1,325 shares worth $58.9K. The stake represents 0.02% of the portfolio and ranks #452 among its holdings.

132 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Cape Investment Advisory held 1,325 shares of Capital Group Core Equity ETF worth $58.9K as of Q2 2026.
Capital Group Core Equity ETF was a new Cape Investment Advisory position in Q2 2026.
Capital Group Core Equity ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #452 holding.
132 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.