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Clarity Asset Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Clarity Asset 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
Q3 		$688K Buy
15,457
+3,236
+26% +$145K 0.34% 36
2026
Q2 		$544K Buy
12,221
+465
+4% +$19.9K 0.27% 42
2026
Q1 		$452K Buy
11,756
+8,113
+223% +$327K 0.23% 44
2025
Q4 		$147K Buy
+3,643
New +$145K 0.08% 46

Other funds holding CGUS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 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
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Clarity Asset Management's CGUS Position: Q3 2026 in Review

Clarity Asset Management increased its Capital Group Core Equity ETF (CGUS) stake by 26% in Q3 2026, buying an estimated $145K and bringing the position to 15,457 shares worth $688K. The position accounts for 0.34% of the portfolio, ranked #36.

Clarity Asset Management first reported a position in CGUS in Q4 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Clarity Asset Management held 15,457 shares of Capital Group Core Equity ETF worth $688K as of Q3 2026.
  • Clarity Asset Management bought 3,236 Capital Group Core Equity ETF shares in Q3 2026, an estimated $145K.
  • Capital Group Core Equity ETF made up 0.34% of Clarity Asset Management's portfolio in Q3 2026, its #36 holding.
  • Clarity Asset Management first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Clarity Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.