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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
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

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CoreCap Advisors's CGUS Position: Q2 2026 in Review

CoreCap Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 39% in Q2 2026, buying an estimated $18.3K and bringing the position to 1,530 shares worth $68.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

CoreCap Advisors first reported a position in CGUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $87K in Q1 2025. 78 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • CoreCap Advisors held 1,530 shares of Capital Group Core Equity ETF worth $68.1K as of Q2 2026.
  • CoreCap Advisors bought 428 Capital Group Core Equity ETF shares in Q2 2026, an estimated $18.3K.
  • Capital Group Core Equity ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1270 holding.
  • CoreCap Advisors first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
  • CoreCap Advisors's Capital Group Core Equity ETF position peaked at $87K in Q1 2025.
  • 78 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.