CoreCap Advisors
CGUS icon

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

CoreCap 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 		$71.5K Buy
1,606
+76
+5% +$3.41K ﹤0.01% 1243
2026
Q2 		$68.1K Buy
1,530
+428
+39% +$18.3K ﹤0.01% 1270
2026
Q1 		$42.3K Buy
1,102
+1
+0.1% +$40 ﹤0.01% 1376
2025
Q4 		$44.3K Buy
1,101
+320
+41% +$12.8K ﹤0.01% 1385
2025
Q3 		$30.9K Buy
781
+128
+20% +$4.92K ﹤0.01% 1507
2025
Q2 		$24.1K Sell
653
-1,953
-75% -$66.5K ﹤0.01% 1537
2025
Q1 		$87K Buy
2,606
+197
+8% +$6.92K ﹤0.01% 955
2024
Q4 		$84.2K Sell
2,409
-45
-2% -$1.58K ﹤0.01% 989
2024
Q3 		$84.1K Buy
2,454
+70
+3% +$2.31K ﹤0.01% 988
2024
Q2 		$76.9K Buy
2,384
+193
+9% +$6.03K 0.01% 560
2024
Q1 		$68.3K Buy
+2,191
New +$64.9K ﹤0.01% 995

Other funds holding CGUS

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
James T. Borello RIA
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return
Burford Brothers
Burford Brothers Dallas, Texas $275M AUM 18.76% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

CoreCap Advisors's CGUS Position: Q3 2026 in Review

CoreCap Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 5% in Q3 2026, buying an estimated $3.41K and bringing the position to 1,606 shares worth $71.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

CoreCap Advisors first reported a position in CGUS in Q1 2024 and has held it in 11 quarters since. The position peaked at $87K in Q1 2025. 127 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • CoreCap Advisors held 1,606 shares of Capital Group Core Equity ETF worth $71.5K as of Q3 2026.
  • CoreCap Advisors bought 76 Capital Group Core Equity ETF shares in Q3 2026, an estimated $3.41K.
  • Capital Group Core Equity ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1243 holding.
  • CoreCap Advisors first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 11 quarters since.
  • CoreCap Advisors's Capital Group Core Equity ETF position peaked at $87K in Q1 2025.
  • 127 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.