Continuum Advisory’s Capital Group Core Equity ETF CGUS Stock Holding History

Continuum Advisory’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	$4.68M	Sell	105,135 -4,266	-4%	-$183K	0.38%	56
2026 Q1	$4.2M	Sell	109,401 -5,207	-5%	-$210K	0.4%	57
2025 Q4	$4.61M	Buy	114,608 +913	+0.8%	+$36.5K	0.46%	56
2025 Q3	$4.5M	Buy	113,695 +1,299	+1%	+$49.9K	0.48%	52
2025 Q2	$4.15M	Sell	112,396 -8,135	-7%	-$277K	0.5%	49
2025 Q1	$4.03M	Sell	120,531 -3,619	-3%	-$127K	0.52%	38
2024 Q4	$4.34M	Buy	124,150 +1,833	+1%	+$64.2K	0.56%	31
2024 Q3	$4.3M	Sell	122,317 -4,501	-4%	-$149K	0.55%	31
2024 Q2	$4.09M	Buy	126,818 +8,499	+7%	+$265K	0.59%	29
2024 Q1	$3.69M	Buy	118,319 +36,818	+45%	+$1.09M	0.55%	28
2023 Q4	$2.31M	Buy	81,501 +22,874	+39%	+$603K	0.33%	71
2023 Q3	$1.47M	Buy	58,627 +25,200	+75%	+$653K	0.24%	113
2023 Q2	$858K	Buy	+33,427	New	+$816K	0.14%	183

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

Continuum Advisory's CGUS Position: Q2 2026 in Review

Continuum Advisory reduced its Capital Group Core Equity ETF (CGUS) stake by 3.9% in Q2 2026, selling an estimated $183K and leaving 105,135 shares worth $4.68M. The position accounts for 0.38% of the portfolio, ranked #56.

Continuum Advisory first reported a position in CGUS in Q2 2023 and has held it in 13 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Continuum Advisory held 105,135 shares of Capital Group Core Equity ETF worth $4.68M as of Q2 2026.
Continuum Advisory sold 4,266 Capital Group Core Equity ETF shares in Q2 2026, an estimated $183K.
Capital Group Core Equity ETF made up 0.38% of Continuum Advisory's portfolio in Q2 2026, its #56 holding.
Continuum Advisory first reported a position in Capital Group Core Equity ETF in Q2 2023 and has held it in 13 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.