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 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

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

Dynamic Advisor Solutions's CGUS Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Capital Group Core Equity ETF (CGUS) stake by 2.7% in Q2 2026, selling an estimated $129K and leaving 108,262 shares worth $4.82M. The position accounts for 0.14% of the portfolio, ranked #172.

Dynamic Advisor Solutions first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.21M in Q3 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Dynamic Advisor Solutions held 108,262 shares of Capital Group Core Equity ETF worth $4.82M as of Q2 2026.
Dynamic Advisor Solutions sold 3,005 Capital Group Core Equity ETF shares in Q2 2026, an estimated $129K.
Capital Group Core Equity ETF made up 0.14% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #172 holding.
Dynamic Advisor Solutions first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
Dynamic Advisor Solutions's Capital Group Core Equity ETF position peaked at $7.21M in Q3 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.