CCA
CGUS icon

Cravens & Co Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Cravens & Co 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 		$491K Sell
11,033
-1,787
-14% -$76.5K 0.33% 50
2026
Q1 		$493K Buy
12,820
+535
+4% +$21.5K 0.32% 45
2025
Q4 		$504K Buy
12,285
+45
+0.4% +$1.8K 0.33% 46
2025
Q3 		$484K Sell
12,240
-311
-2% -$11.9K 0.33% 44
2025
Q2 		$464K Sell
12,551
-1,681
-12% -$57.3K 0.35% 41
2025
Q1 		$475K Sell
14,232
-177
-1% -$6.22K 0.37% 43
2024
Q4 		$504K Buy
14,409
+250
+2% +$8.76K 0.38% 43
2024
Q3 		$485K Buy
14,159
+174
+1% +$5.75K 0.37% 43
2024
Q2 		$451K Buy
13,985
+284
+2% +$8.87K 0.33% 46
2024
Q1 		$427K Sell
13,701
-647
-5% -$19.2K 0.35% 49
2023
Q4 		$406K Buy
14,348
+35
+0.2% +$922 0.35% 49
2023
Q3 		$359K Sell
14,313
-88
-0.6% -$2.28K 0.34% 53
2023
Q2 		$370K Sell
14,401
-505
-3% -$12.3K 0.34% 50
2023
Q1 		$353K Sell
14,906
-867
-5% -$20.2K 0.33% 52
2022
Q4 		$354K Buy
+15,773
New +$350K 0.33% 55

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cravens & Co Advisors's CGUS Position: Q2 2026 in Review

Cravens & Co Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 14% in Q2 2026, selling an estimated $76.5K and leaving 11,033 shares worth $491K. The position accounts for 0.33% of the portfolio, ranked #50.

Cravens & Co Advisors first reported a position in CGUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $504K in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Cravens & Co Advisors held 11,033 shares of Capital Group Core Equity ETF worth $491K as of Q2 2026.
  • Cravens & Co Advisors sold 1,787 Capital Group Core Equity ETF shares in Q2 2026, an estimated $76.5K.
  • Capital Group Core Equity ETF made up 0.33% of Cravens & Co Advisors's portfolio in Q2 2026, its #50 holding.
  • Cravens & Co Advisors first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Cravens & Co Advisors's Capital Group Core Equity ETF position peaked at $504K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Cravens & Co Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.