Dynamic Advisor Solutions’s Capital Group Core Equity ETF CGUS Stock Holding History

Dynamic Advisor Solutions’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 Q3	$4.16M	Sell	93,568 -14,694	-14%	-$659K	0.12%	182
2026 Q2	$4.82M	Sell	108,262 -3,005	-3%	-$129K	0.14%	172
2026 Q1	$4.27M	Buy	111,267 +1,733	+2%	+$69.8K	0.13%	174
2025 Q4	$4.41M	Sell	109,534 -72,711	-40%	-$2.9M	0.14%	161
2025 Q3	$7.21M	Sell	182,245 -1,759	-1%	-$67.5K	0.21%	108
2025 Q2	$6.8M	Sell	184,004 -26,616	-13%	-$907K	0.21%	110
2025 Q1	$7.03M	Buy	210,620 +16,449	+8%	+$578K	0.23%	106
2024 Q4	$6.79M	Sell	194,171 -2,650	-1%	-$92.9K	0.29%	79
2024 Q3	$6.75M	Buy	196,821 +11,460	+6%	+$379K	0.2%	120
2024 Q2	$5.98M	Buy	+185,361	New	+$5.79M	0.19%	133

Other funds holding CGUS

JTBR

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Dynamic Advisor Solutions's CGUS Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Capital Group Core Equity ETF (CGUS) stake by 14% in Q3 2026, selling an estimated $659K and leaving 93,568 shares worth $4.16M. The position accounts for 0.12% of the portfolio, ranked #182.

Dynamic Advisor Solutions first reported a position in CGUS in Q2 2024 and has held it in 10 quarters since. The position peaked at $7.21M in Q3 2025. 89 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

Dynamic Advisor Solutions held 93,568 shares of Capital Group Core Equity ETF worth $4.16M as of Q3 2026.
Dynamic Advisor Solutions sold 14,694 Capital Group Core Equity ETF shares in Q3 2026, an estimated $659K.
Capital Group Core Equity ETF made up 0.12% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #182 holding.
Dynamic Advisor Solutions first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 10 quarters since.
Dynamic Advisor Solutions's Capital Group Core Equity ETF position peaked at $7.21M in Q3 2025.
89 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.