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

Creative Planning’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	$966K	Sell	21,727 -5,141	-19%	-$220K	﹤0.01%	2662
2026 Q1	$1.03M	Sell	26,868 -1,612	-6%	-$64.9K	﹤0.01%	2426
2025 Q4	$1.15M	Buy	28,480 +2,020	+8%	+$80.7K	﹤0.01%	2175
2025 Q3	$1.05M	Buy	26,460 +1,269	+5%	+$48.7K	﹤0.01%	2073
2025 Q2	$930K	Buy	25,191 +108	+0.4%	+$3.68K	﹤0.01%	1924
2025 Q1	$838K	Buy	25,083 +1,088	+5%	+$38.2K	﹤0.01%	1855
2024 Q4	$839K	Buy	23,995 +3,608	+18%	+$126K	﹤0.01%	1783
2024 Q3	$699K	Buy	20,387 +27	+0.1%	+$892	﹤0.01%	1818
2024 Q2	$657K	Buy	20,360 +28	+0.1%	+$874	﹤0.01%	1729
2024 Q1	$634K	Buy	20,332 +41	+0.2%	+$1.22K	﹤0.01%	1680
2023 Q4	$574K	Buy	20,291 +1,402	+7%	+$36.9K	﹤0.01%	1609
2023 Q3	$474K	Buy	18,889 +8,313	+79%	+$215K	﹤0.01%	1600
2023 Q2	$272K	Buy	10,576 +921	+10%	+$22.5K	﹤0.01%	1988
2023 Q1	$229K	Buy	+9,655	New	+$225K	﹤0.01%	2021

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 Planning's CGUS Position: Q2 2026 in Review

Creative Planning reduced its Capital Group Core Equity ETF (CGUS) stake by 19% in Q2 2026, selling an estimated $220K and leaving 21,727 shares worth $966K. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

Creative Planning first reported a position in CGUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.15M in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Creative Planning held 21,727 shares of Capital Group Core Equity ETF worth $966K as of Q2 2026.
Creative Planning sold 5,141 Capital Group Core Equity ETF shares in Q2 2026, an estimated $220K.
Capital Group Core Equity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2662 holding.
Creative Planning first reported a position in Capital Group Core Equity ETF in Q1 2023 and has held it in 14 quarters since.
Creative Planning's Capital Group Core Equity ETF position peaked at $1.15M in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.