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

Cypress Capital 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	$512K	Sell	11,515 -1,151	-9%	-$49.3K	0.21%	54
2026 Q1	$487K	Buy	12,666 +608	+5%	+$24.5K	0.26%	53
2025 Q4	$485K	Buy	12,058 +14	+0.1%	+$559	0.26%	55
2025 Q3	$476K	Sell	12,044 -236	-2%	-$9.06K	0.27%	57
2025 Q2	$454K	Sell	12,280 -4,649	-27%	-$158K	0.28%	54
2025 Q1	$565K	Buy	16,929 +700	+4%	+$24.6K	0.39%	50
2024 Q4	$568K	Buy	+16,229	New	+$569K	0.44%	41

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

Cypress Capital Advisors's CGUS Position: Q2 2026 in Review

Cypress Capital Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 9.1% in Q2 2026, selling an estimated $49.3K and leaving 11,515 shares worth $512K. The position accounts for 0.21% of the portfolio, ranked #54.

Cypress Capital Advisors first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $568K in Q4 2024. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Cypress Capital Advisors held 11,515 shares of Capital Group Core Equity ETF worth $512K as of Q2 2026.
Cypress Capital Advisors sold 1,151 Capital Group Core Equity ETF shares in Q2 2026, an estimated $49.3K.
Capital Group Core Equity ETF made up 0.21% of Cypress Capital Advisors's portfolio in Q2 2026, its #54 holding.
Cypress Capital Advisors first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
Cypress Capital Advisors's Capital Group Core Equity ETF position peaked at $568K in Q4 2024.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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