Cliff Asness’s Capital Group Core Equity ETF CGUS Stock Holding History

Cliff Asness’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	$1.13M	Buy	25,414 +3,629	+17%	+$155K	﹤0.01%	2938
2026 Q1	$837K	Buy	21,785 +442	+2%	+$17.8K	﹤0.01%	2869
2025 Q4	$859K	Buy	21,343 +8,888	+71%	+$355K	﹤0.01%	2638
2025 Q3	$492K	Hold	12,455	–	–	﹤0.01%	2820
2025 Q2	$460K	Sell	12,455 -3,330	-21%	-$113K	﹤0.01%	2659
2025 Q1	$527K	Buy	+15,785	New	+$555K	﹤0.01%	2404

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Cliff Asness's CGUS Position: Q2 2026 in Review

Cliff Asness increased its Capital Group Core Equity ETF (CGUS) stake by 17% in Q2 2026, buying an estimated $155K and bringing the position to 25,414 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

Cliff Asness first reported a position in CGUS in Q1 2025 and has held it in 6 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Cliff Asness held 25,414 shares of Capital Group Core Equity ETF worth $1.13M as of Q2 2026.
Cliff Asness bought 3,629 Capital Group Core Equity ETF shares in Q2 2026, an estimated $155K.
Capital Group Core Equity ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2938 holding.
Cliff Asness first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 6 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.