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 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

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

CapWealth Advisors's CGUS Position: Q2 2026 in Review

CapWealth Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 11% in Q2 2026, selling an estimated $33.5K and leaving 6,049 shares worth $269K. 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 18 quarters since. The position peaked at $358K in Q1 2024. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

CapWealth Advisors held 6,049 shares of Capital Group Core Equity ETF worth $269K as of Q2 2026.
CapWealth Advisors sold 783 Capital Group Core Equity ETF shares in Q2 2026, an estimated $33.5K.
Capital Group Core Equity ETF made up 0.02% of CapWealth Advisors's portfolio in Q2 2026, its #102 holding.
CapWealth Advisors first reported a position in Capital Group Core Equity ETF in Q1 2022 and has held it in 18 quarters since.
CapWealth Advisors's Capital Group Core Equity ETF position peaked at $358K in Q1 2024.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.