Creative Financial Designs’s Capital Group Core Equity ETF CGUS Stock Holding History

Creative Financial Designs’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	$5.13M	Sell	115,401 -44,846	-28%	-$1.92M	0.24%	89
2026 Q1	$6.16M	Buy	160,247 +6,103	+4%	+$246K	0.37%	62
2025 Q4	$6.2M	Buy	154,144 +755	+0.5%	+$30.1K	0.39%	59
2025 Q3	$6.07M	Buy	153,389 +8,169	+6%	+$314K	0.41%	59
2025 Q2	$5.36M	Sell	145,220 -61,919	-30%	-$2.11M	0.39%	60
2025 Q1	$6.92M	Buy	207,139 +25,018	+14%	+$879K	0.55%	39
2024 Q4	$6.37M	Sell	182,121 -24	-0%	-$841	0.52%	42
2024 Q3	$6.24M	Buy	182,145 +2,687	+1%	+$88.8K	0.53%	40
2024 Q2	$5.79M	Buy	179,458 +61,163	+52%	+$1.91M	0.52%	49
2024 Q1	$3.69M	Buy	118,295 +3,969	+3%	+$118K	0.35%	64
2023 Q4	$3.24M	Buy	114,326 +111,425	+3,841%	+$2.94M	0.33%	66
2023 Q3	$72.8K	Buy	2,901 +209	+8%	+$5.42K	0.01%	548
2023 Q2	$69.1K	Sell	2,692 -191	-7%	-$4.66K	0.01%	558
2023 Q1	$68.3K	Hold	2,883	–	–	0.01%	529
2022 Q4	$64.7K	Buy	2,883 +346	+14%	+$7.69K	0.01%	524
2022 Q3	$52K	Buy	2,537 +1,537	+154%	+$34.5K	0.01%	541
2022 Q2	$22K	Buy	+1,000	New	+$23.5K	﹤0.01%	715

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

Creative Financial Designs's CGUS Position: Q2 2026 in Review

Creative Financial Designs reduced its Capital Group Core Equity ETF (CGUS) stake by 28% in Q2 2026, selling an estimated $1.92M and leaving 115,401 shares worth $5.13M. The position accounts for 0.24% of the portfolio, ranked #89.

Creative Financial Designs first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.92M in Q1 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Creative Financial Designs held 115,401 shares of Capital Group Core Equity ETF worth $5.13M as of Q2 2026.
Creative Financial Designs sold 44,846 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.92M.
Capital Group Core Equity ETF made up 0.24% of Creative Financial Designs's portfolio in Q2 2026, its #89 holding.
Creative Financial Designs first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
Creative Financial Designs's Capital Group Core Equity ETF position peaked at $6.92M in Q1 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.