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

CFS 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	$217K	Buy	4,922 +8	+0.2%	+$342	0.01%	348
2026 Q1	$207K	Buy	+4,914	New	+$198K	0.01%	347
2022 Q2	–	Sell	-21,888	Closed	-$1K	–	263
2022 Q1	$1K	Buy	+21,888	New	+$549K	﹤0.01%	319

Other funds holding CGUS

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

CFS Investment Advisory Services increased its Capital Group Core Equity ETF (CGUS) stake by 0.16% in Q2 2026, buying an estimated $342 and bringing the position to 4,922 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #348.

CFS Investment Advisory Services first reported a position in CGUS in Q1 2022 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

CFS Investment Advisory Services held 4,922 shares of Capital Group Core Equity ETF worth $217K as of Q2 2026.
CFS Investment Advisory Services bought 8 Capital Group Core Equity ETF shares in Q2 2026, an estimated $342.
Capital Group Core Equity ETF made up 0.01% of CFS Investment Advisory Services's portfolio in Q2 2026, its #348 holding.
CFS Investment Advisory Services first reported a position in Capital Group Core Equity ETF in Q1 2022 and has held it in 3 quarters since.
115 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.