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

Crewe 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	$532K	Buy	11,971 +75	+0.6%	+$3.21K	0.04%	134
2026 Q1	$457K	Sell	11,896 -409	-3%	-$16.5K	0.04%	134
2025 Q4	$495K	Buy	12,305 +6,706	+120%	+$268K	0.04%	129
2025 Q3	$221K	Buy	+5,599	New	+$215K	0.02%	195
2024 Q4	–	Sell	-62,176	Closed	-$2.13M	–	672
2024 Q3	$2.13M	Buy	62,176 +42,416	+215%	+$1.4M	0.25%	39
2024 Q2	$637K	Buy	19,760 +15,970	+421%	+$499K	0.07%	86
2024 Q1	$118K	Buy	+3,790	New	+$112K	0.01%	248

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

Crewe Advisors's CGUS Position: Q2 2026 in Review

Crewe Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 0.63% in Q2 2026, buying an estimated $3.21K and bringing the position to 11,971 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #134.

Crewe Advisors first reported a position in CGUS in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.13M in Q3 2024. 443 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Crewe Advisors held 11,971 shares of Capital Group Core Equity ETF worth $532K as of Q2 2026.
Crewe Advisors bought 75 Capital Group Core Equity ETF shares in Q2 2026, an estimated $3.21K.
Capital Group Core Equity ETF made up 0.04% of Crewe Advisors's portfolio in Q2 2026, its #134 holding.
Crewe Advisors first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 7 quarters since.
Crewe Advisors's Capital Group Core Equity ETF position peaked at $2.13M in Q3 2024.
443 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.