Diversify Advisory Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.87M Buy
+65,481
New +$2.8M 0.05% 308
2026
Q1
Sell
-32,974
Closed -$1.36M 319
2025
Q4
$1.36M Buy
+32,974
New +$1.32M 0.04% 306

Other funds holding CGUS

Diversify Advisory Services's CGUS Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 65,481 shares worth $2.87M. The stake represents 0.05% of the portfolio and ranks #308 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CGUS as recently as Q4 2025.

Diversify Advisory Services first reported a position in CGUS in Q4 2025 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Diversify Advisory Services held 65,481 shares of Capital Group Core Equity ETF worth $2.87M as of Q2 2026.
  • Capital Group Core Equity ETF was a new Diversify Advisory Services position in Q2 2026.
  • Capital Group Core Equity ETF made up 0.05% of Diversify Advisory Services's portfolio in Q2 2026, its #308 holding.
  • Diversify Advisory Services first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.