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CX Institutional’s Capital Group Core Equity ETF CGUS Stock Holding History

CX Institutional’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 		$17K Hold
379
– – ﹤0.01% 1198
2026
Q1 		$15K Hold
379
– – ﹤0.01% 1192
2025
Q4 		$15K Buy
379
+49
+15% +$1.96K ﹤0.01% 1131
2025
Q3 		$13K Hold
330
– – ﹤0.01% 1158
2025
Q2 		$12K Hold
330
– – ﹤0.01% 1017
2025
Q1 		$11K Buy
+330
New +$11.6K ﹤0.01% 1003

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CX Institutional's CGUS Position: Q2 2026 in Review

CX Institutional held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 379 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

CX Institutional first reported a position in CGUS in Q1 2025 and has held it in 6 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • CX Institutional held 379 shares of Capital Group Core Equity ETF worth $17K as of Q2 2026.
  • CX Institutional left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
  • Capital Group Core Equity ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1198 holding.
  • CX Institutional first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.