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Confluence Wealth Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Confluence Wealth 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 		$3.11M Buy
69,831
+18,083
+35% +$774K 0.09% 104
2026
Q1 		$1.99M Buy
51,748
+2,767
+6% +$111K 0.08% 116
2025
Q4 		$1.97M Sell
48,981
-160
-0.3% -$6.39K 0.08% 109
2025
Q3 		$1.94M Buy
49,141
+10,355
+27% +$398K 0.1% 105
2025
Q2 		$1.43M Buy
38,786
+4,453
+13% +$152K 0.08% 131
2025
Q1 		$1.09M Buy
34,333
+18,089
+111% +$635K 0.07% 146
2024
Q4 		$589K Buy
16,244
+6,299
+63% +$221K 0.04% 202
2024
Q3 		$341K Sell
9,945
-741
-7% -$24.5K 0.02% 262
2024
Q2 		$345K Buy
10,686
+1,160
+12% +$36.2K 0.03% 276
2024
Q1 		$297K Buy
+9,526
New +$282K 0.03% 268
2022
Q4 		– Sell
-24,160
Closed -$492K – 236
2022
Q3 		$492K Sell
24,160
-12,363
-34% -$278K 0.21% 126
2022
Q2 		$864K Buy
+36,523
New +$856K 0.38% 91

Other funds holding CGUS

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SB
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

Confluence Wealth Services's CGUS Position: Q2 2026 in Review

Confluence Wealth Services increased its Capital Group Core Equity ETF (CGUS) stake by 35% in Q2 2026, buying an estimated $774K and bringing the position to 69,831 shares worth $3.11M. The position accounts for 0.09% of the portfolio, ranked #104.

Confluence Wealth Services first reported a position in CGUS in Q2 2022 and has held it in 12 quarters since. 132 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Confluence Wealth Services held 69,831 shares of Capital Group Core Equity ETF worth $3.11M as of Q2 2026.
  • Confluence Wealth Services bought 18,083 Capital Group Core Equity ETF shares in Q2 2026, an estimated $774K.
  • Capital Group Core Equity ETF made up 0.09% of Confluence Wealth Services's portfolio in Q2 2026, its #104 holding.
  • Confluence Wealth Services first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 12 quarters since.
  • 132 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.