Cetera Investment Advisers’s Capital Group Core Equity ETF CGUS Stock Holding History

Cetera Investment Advisers’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	$284M	Buy	6,388,312 +74,055	+1%	+$3.17M	0.26%	74
2026 Q1	$243M	Buy	6,314,257 +373,840	+6%	+$15.1M	0.26%	74
2025 Q4	$239M	Buy	5,940,417 +417,787	+8%	+$16.7M	0.26%	73
2025 Q3	$218M	Buy	5,522,630 +695,931	+14%	+$26.7M	0.25%	74
2025 Q2	$178M	Buy	4,826,699 +983,350	+26%	+$33.5M	0.3%	62
2025 Q1	$128M	Buy	3,843,349 +779,618	+25%	+$27.4M	0.25%	81
2024 Q4	$107M	Buy	3,063,731 +397,725	+15%	+$13.9M	0.22%	83
2024 Q3	$91.4M	Buy	2,666,006 +326,923	+14%	+$10.8M	0.2%	100
2024 Q2	$75.4M	Buy	2,339,083 +155,260	+7%	+$4.85M	0.17%	115
2024 Q1	$68M	Buy	2,183,823 +1,448,154	+197%	+$42.9M	0.16%	123
2023 Q4	$20.8M	Buy	735,669 +81,435	+12%	+$2.15M	0.17%	119
2023 Q3	$16.4M	Buy	654,234 +205,288	+46%	+$5.32M	0.14%	142
2023 Q2	$11.5M	Sell	448,946 -38,695	-8%	-$945K	0.1%	190
2023 Q1	$11.6M	Buy	487,641 +39,147	+9%	+$913K	0.1%	188
2022 Q4	$10.1M	Buy	448,494 +438,217	+4,264%	+$9.74M	0.09%	209
2022 Q3	$209K	Buy	+10,277	New	+$231K	﹤0.01%	1476

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers's CGUS Position: Q2 2026 in Review

Cetera Investment Advisers increased its Capital Group Core Equity ETF (CGUS) stake by 1.2% in Q2 2026, buying an estimated $3.17M and bringing the position to 6,388,312 shares worth $284M. The position accounts for 0.26% of the portfolio, ranked #74.

Cetera Investment Advisers first reported a position in CGUS in Q3 2022 and has held it in 16 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Cetera Investment Advisers held 6,388,312 shares of Capital Group Core Equity ETF worth $284M as of Q2 2026.
Cetera Investment Advisers bought 74,055 Capital Group Core Equity ETF shares in Q2 2026, an estimated $3.17M.
Capital Group Core Equity ETF made up 0.26% of Cetera Investment Advisers's portfolio in Q2 2026, its #74 holding.
Cetera Investment Advisers first reported a position in Capital Group Core Equity ETF in Q3 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 Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.