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

CapWealth 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
Q3 		$252K Sell
5,674
-375
-6% -$16.8K 0.02% 102
2026
Q2 		$269K Sell
6,049
-783
-11% -$33.5K 0.02% 102
2026
Q1 		$262K Sell
6,832
-691
-9% -$27.8K 0.02% 101
2025
Q4 		$303K Hold
7,523
– – 0.02% 104
2025
Q3 		$297K Hold
7,523
– – 0.02% 101
2025
Q2 		$278K Sell
7,523
-1,274
-14% -$43.4K 0.03% 90
2025
Q1 		$294K Sell
8,797
-486
-5% -$17.1K 0.03% 88
2024
Q4 		$325K Sell
9,283
-484
-5% -$17K 0.04% 87
2024
Q3 		$335K Sell
9,767
-1,151
-11% -$38K 0.04% 86
2024
Q2 		$352K Sell
10,918
-556
-5% -$17.4K 0.04% 75
2024
Q1 		$358K Sell
11,474
-55
-0.5% -$1.63K 0.04% 75
2023
Q4 		$326K Sell
11,529
-486
-4% -$12.8K 0.04% 75
2023
Q3 		$302K Sell
12,015
-828
-6% -$21.5K 0.04% 84
2023
Q2 		$330K Sell
12,843
-782
-6% -$19.1K 0.04% 81
2023
Q1 		$323K Sell
13,625
-69
-0.5% -$1.61K 0.04% 84
2022
Q4 		$308K Sell
13,694
-572
-4% -$12.7K 0.04% 94
2022
Q3 		$291K Buy
14,266
+1,296
+10% +$29.1K 0.04% 92
2022
Q2 		$282K Buy
12,970
+619
+5% +$14.5K 0.03% 97
2022
Q1 		$318K Buy
+12,351
New +$310K 0.03% 101

Other funds holding CGUS

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

CapWealth Advisors's CGUS Position: Q3 2026 in Review

CapWealth Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 6.2% in Q3 2026, selling an estimated $16.8K and leaving 5,674 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #102.

CapWealth Advisors first reported a position in CGUS in Q1 2022 and has held it in 19 quarters since. The position peaked at $358K in Q1 2024. 21 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • CapWealth Advisors held 5,674 shares of Capital Group Core Equity ETF worth $252K as of Q3 2026.
  • CapWealth Advisors sold 375 Capital Group Core Equity ETF shares in Q3 2026, an estimated $16.8K.
  • Capital Group Core Equity ETF made up 0.02% of CapWealth Advisors's portfolio in Q3 2026, its #102 holding.
  • CapWealth Advisors first reported a position in Capital Group Core Equity ETF in Q1 2022 and has held it in 19 quarters since.
  • CapWealth Advisors's Capital Group Core Equity ETF position peaked at $358K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.