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

CWS Financial 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	$1.78M	Sell	39,922 -70	-0.2%	-$3K	0.39%	37
2026 Q1	$1.54M	Buy	39,992 +397	+1%	+$16K	0.39%	43
2025 Q4	$1.59M	Sell	39,595 -1,280	-3%	-$51.1K	0.43%	37
2025 Q3	$1.62M	Buy	40,875 +294	+0.7%	+$11.3K	0.45%	32
2025 Q2	$1.5M	Buy	40,581 +2,534	+7%	+$86.3K	0.44%	33
2025 Q1	$1.27M	Buy	38,047 +1,845	+5%	+$64.8K	0.4%	35
2024 Q4	$1.27M	Buy	36,202 +6,334	+21%	+$222K	0.41%	33
2024 Q3	$1.02M	Buy	29,868 +3,254	+12%	+$107K	0.36%	32
2024 Q2	$858K	Buy	26,614 +3,931	+17%	+$123K	0.34%	32
2024 Q1	$707K	Sell	22,683 -289	-1%	-$8.57K	0.29%	34
2023 Q4	$650K	Buy	22,972 +1,712	+8%	+$45.1K	0.24%	59
2023 Q3	$534K	Buy	21,260 +8,514	+67%	+$221K	0.21%	71
2023 Q2	$327K	Buy	+12,746	New	+$311K	0.12%	111

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

CWS Financial Advisors's CGUS Position: Q2 2026 in Review

CWS Financial Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 0.18% in Q2 2026, selling an estimated $3K and leaving 39,922 shares worth $1.78M. The position accounts for 0.39% of the portfolio, ranked #37.

CWS Financial Advisors first reported a position in CGUS in Q2 2023 and has held it in 13 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

CWS Financial Advisors held 39,922 shares of Capital Group Core Equity ETF worth $1.78M as of Q2 2026.
CWS Financial Advisors sold 70 Capital Group Core Equity ETF shares in Q2 2026, an estimated $3K.
Capital Group Core Equity ETF made up 0.39% of CWS Financial Advisors's portfolio in Q2 2026, its #37 holding.
CWS Financial Advisors first reported a position in Capital Group Core Equity ETF in Q2 2023 and has held it in 13 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.