CAPTRUST Financial Advisors
CGUS icon

CAPTRUST Financial Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

CAPTRUST Financial 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 		$78.7M Sell
1,769,882
-20,956
-1% -$897K 0.12% 148
2026
Q1 		$68.8M Buy
1,790,838
+21,985
+1% +$885K 0.12% 148
2025
Q4 		$71.2M Sell
1,768,853
-34,458
-2% -$1.38M 0.14% 136
2025
Q3 		$71.3M Sell
1,803,311
-25,173
-1% -$967K 0.15% 131
2025
Q2 		$67.5M Buy
1,828,484
+118,009
+7% +$4.02M 0.15% 128
2025
Q1 		$57.1M Buy
1,710,475
+111,213
+7% +$3.91M 0.14% 139
2024
Q4 		$55.9M Buy
1,599,262
+66,277
+4% +$2.32M 0.16% 125
2024
Q3 		$52.6M Buy
1,532,985
+305,067
+25% +$10.1M 0.16% 126
2024
Q2 		$39.6M Buy
1,227,918
+1,158,209
+1,661% +$36.2M 0.13% 141
2024
Q1 		$2.17M Buy
69,709
+10,549
+18% +$313K 0.01% 770
2023
Q4 		$1.67M Buy
59,160
+6,827
+13% +$180K 0.01% 988
2023
Q3 		$1.31M Buy
52,333
+11,477
+28% +$298K 0.01% 1047
2023
Q2 		$1.05M Buy
+40,856
New +$998K ﹤0.01% 1175
2022
Q4 		– Sell
-13,316
Closed -$271K – 2082
2022
Q3 		$271K Sell
13,316
-2,000
-13% -$44.9K ﹤0.01% 1613
2022
Q2 		$333K Buy
15,316
+7,316
+91% +$172K ﹤0.01% 1360
2022
Q1 		$206K Buy
+8,000
New +$201K ﹤0.01% 1702

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors's CGUS Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 1.2% in Q2 2026, selling an estimated $897K and leaving 1,769,882 shares worth $78.7M. The position accounts for 0.12% of the portfolio, ranked #148.

CAPTRUST Financial Advisors first reported a position in CGUS in Q1 2022 and has held it in 16 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • CAPTRUST Financial Advisors held 1,769,882 shares of Capital Group Core Equity ETF worth $78.7M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 20,956 Capital Group Core Equity ETF shares in Q2 2026, an estimated $897K.
  • Capital Group Core Equity ETF made up 0.12% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #148 holding.
  • CAPTRUST Financial Advisors first reported a position in Capital Group Core Equity ETF in Q1 2022 and has held it in 16 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.