Clearstead Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Clearstead 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 Q3	$85.1K	Buy	+1,913	New	+$85.8K	﹤0.01%	1303

Other funds holding CGUS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Clearstead Advisors's CGUS Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Capital Group Core Equity ETF (CGUS) in Q3 2026: 1,913 shares worth $85.1K. The stake represents ﹤0.01% of the portfolio and ranks #1303 among its holdings.

412 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

Clearstead Advisors held 1,913 shares of Capital Group Core Equity ETF worth $85.1K as of Q3 2026.
Capital Group Core Equity ETF was a new Clearstead Advisors position in Q3 2026.
Capital Group Core Equity ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1303 holding.
412 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.