Challenger Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Challenger Wealth Management’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	$11.4M	Sell	256,771 -7,817	-3%	-$335K	8.41%	3
2026 Q1	$10.2M	Sell	264,588 -1,880	-0.7%	-$75.7K	8.12%	3
2025 Q4	$10.7M	Buy	266,468 +1,184	+0.4%	+$47.3K	8.18%	3
2025 Q3	$10.5M	Sell	265,284 -7,317	-3%	-$281K	8.2%	3
2025 Q2	$10.1M	Buy	272,601 +19,741	+8%	+$672K	6.98%	3
2025 Q1	$8.45M	Buy	252,860 +73,990	+41%	+$2.6M	6.69%	3
2024 Q4	$6.26M	Buy	+178,870	New	+$6.27M	5.39%	3

Other funds holding CGUS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MHB

Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

AFA

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Challenger Wealth Management's CGUS Position: Q2 2026 in Review

Challenger Wealth Management reduced its Capital Group Core Equity ETF (CGUS) stake by 3% in Q2 2026, selling an estimated $335K and leaving 256,771 shares worth $11.4M. The position accounts for 8.41% of the portfolio, ranked #3.

Challenger Wealth Management first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Challenger Wealth Management held 256,771 shares of Capital Group Core Equity ETF worth $11.4M as of Q2 2026.
Challenger Wealth Management sold 7,817 Capital Group Core Equity ETF shares in Q2 2026, an estimated $335K.
Capital Group Core Equity ETF made up 8.41% of Challenger Wealth Management's portfolio in Q2 2026, its #3 holding.
Challenger Wealth Management first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.