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

Capital Investment Advisory Services’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	$2.06M	Buy	46,229 +9,340	+25%	+$400K	0.13%	178
2026 Q1	$1.42M	Buy	36,889 +8,502	+30%	+$342K	0.1%	198
2025 Q4	$1.14M	Buy	28,387 +5,267	+23%	+$210K	0.08%	235
2025 Q3	$914K	Buy	23,120 +12,184	+111%	+$468K	0.07%	261
2025 Q2	$404K	Buy	+10,936	New	+$373K	0.03%	385

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

Capital Investment Advisory Services increased its Capital Group Core Equity ETF (CGUS) stake by 25% in Q2 2026, buying an estimated $400K and bringing the position to 46,229 shares worth $2.06M. The position accounts for 0.13% of the portfolio, ranked #178.

Capital Investment Advisory Services first reported a position in CGUS in Q2 2025 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Capital Investment Advisory Services held 46,229 shares of Capital Group Core Equity ETF worth $2.06M as of Q2 2026.
Capital Investment Advisory Services bought 9,340 Capital Group Core Equity ETF shares in Q2 2026, an estimated $400K.
Capital Group Core Equity ETF made up 0.13% of Capital Investment Advisory Services's portfolio in Q2 2026, its #178 holding.
Capital Investment Advisory Services first reported a position in Capital Group Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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