Capital Analysts LLC’s Capital Group Core Equity ETF CGUS Stock Holding History

Capital Analysts LLC’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	$2.85M	Buy	64,187 +24,126	+60%	+$1.03M	0.07%	224
2026 Q1	$1.54M	Sell	40,061 -400	-1%	-$16.1K	0.04%	274
2025 Q4	$1.63M	Buy	40,461 +8,989	+29%	+$359K	0.05%	256
2025 Q3	$1.25M	Buy	31,472 +17,399	+124%	+$668K	0.04%	283
2025 Q2	$520K	Buy	14,073 +8,424	+149%	+$287K	0.02%	381
2025 Q1	$189K	Buy	5,649 +4,649	+465%	+$163K	0.01%	539
2024 Q4	$35K	Hold	1,000	–	–	﹤0.01%	823
2024 Q3	$34K	Hold	1,000	–	–	﹤0.01%	802
2024 Q2	$32K	Sell	1,000 -8,563	-90%	-$267K	﹤0.01%	785
2024 Q1	$298K	Sell	9,563 -213	-2%	-$6.31K	0.01%	377
2023 Q4	$277K	Sell	9,776 -47,447	-83%	-$1.25M	0.01%	379
2023 Q3	$1.44M	Buy	+57,223	New	+$1.48M	0.08%	187
2022 Q4	–	Sell	-2,750	Closed	-$56K	–	1076
2022 Q3	$56K	Buy	2,750 +700	+34%	+$15.7K	﹤0.01%	546
2022 Q2	$45K	Buy	2,050 +1,050	+105%	+$24.6K	﹤0.01%	576
2022 Q1	$26K	Buy	+1,000	New	+$25.1K	﹤0.01%	643

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

Capital Analysts LLC's CGUS Position: Q2 2026 in Review

Capital Analysts LLC increased its Capital Group Core Equity ETF (CGUS) stake by 60% in Q2 2026, buying an estimated $1.03M and bringing the position to 64,187 shares worth $2.85M. The position accounts for 0.07% of the portfolio, ranked #224.

Capital Analysts LLC first reported a position in CGUS in Q1 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Capital Analysts LLC held 64,187 shares of Capital Group Core Equity ETF worth $2.85M as of Q2 2026.
Capital Analysts LLC bought 24,126 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.03M.
Capital Group Core Equity ETF made up 0.07% of Capital Analysts LLC's portfolio in Q2 2026, its #224 holding.
Capital Analysts LLC first reported a position in Capital Group Core Equity ETF in Q1 2022 and has held it in 15 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.