Cushing Capital Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Cushing Capital Partners’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	$5.57M	Buy	125,333 +1,219	+1%	+$52.2K	3.84%	4
2026 Q1	$4.78M	Sell	124,114 -433	-0.3%	-$17.4K	3.67%	4
2025 Q4	$5.01M	Sell	124,547 -16,520	-12%	-$660K	3.71%	4
2025 Q3	$5.59M	Buy	141,067 +8,908	+7%	+$342K	4.38%	3
2025 Q2	$4.89M	Sell	132,159 -1,277	-1%	-$43.5K	4.14%	3
2025 Q1	$4.47M	Sell	133,436 -8,394	-6%	-$295K	4.01%	3
2024 Q4	$4.96M	Buy	+141,830	New	+$4.97M	4.77%	3

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

Cushing Capital Partners's CGUS Position: Q2 2026 in Review

Cushing Capital Partners increased its Capital Group Core Equity ETF (CGUS) stake by 0.98% in Q2 2026, buying an estimated $52.2K and bringing the position to 125,333 shares worth $5.57M. The position accounts for 3.84% of the portfolio, ranked #4.

Cushing Capital Partners first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.59M in Q3 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Cushing Capital Partners held 125,333 shares of Capital Group Core Equity ETF worth $5.57M as of Q2 2026.
Cushing Capital Partners bought 1,219 Capital Group Core Equity ETF shares in Q2 2026, an estimated $52.2K.
Capital Group Core Equity ETF made up 3.84% of Cushing Capital Partners's portfolio in Q2 2026, its #4 holding.
Cushing Capital Partners first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
Cushing Capital Partners's Capital Group Core Equity ETF position peaked at $5.59M in Q3 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Cushing Capital Partners's 13F filing for Q2 2026, filed 29 Jul 2026.