Eclectic Associates’s Capital Group Core Equity ETF CGUS Stock Holding History

Eclectic Associates’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	$312K	Sell	7,005 -1,620	-19%	-$69.3K	0.04%	129
2026 Q1	$331K	Sell	8,625 -638	-7%	-$25.7K	0.04%	117
2025 Q4	$373K	Sell	9,263 -1,752	-16%	-$70K	0.06%	107
2025 Q3	$436K	Sell	11,015 -80	-0.7%	-$3.07K	0.08%	85
2025 Q2	$410K	Sell	11,095 -1,436	-11%	-$48.9K	0.09%	87
2025 Q1	$419K	Sell	12,531 -180	-1%	-$6.32K	0.11%	84
2024 Q4	$445K	Buy	+12,711	New	+$445K	0.13%	88

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

Eclectic Associates's CGUS Position: Q2 2026 in Review

Eclectic Associates reduced its Capital Group Core Equity ETF (CGUS) stake by 19% in Q2 2026, selling an estimated $69.3K and leaving 7,005 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #129.

Eclectic Associates first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $445K in Q4 2024. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Eclectic Associates held 7,005 shares of Capital Group Core Equity ETF worth $312K as of Q2 2026.
Eclectic Associates sold 1,620 Capital Group Core Equity ETF shares in Q2 2026, an estimated $69.3K.
Capital Group Core Equity ETF made up 0.04% of Eclectic Associates's portfolio in Q2 2026, its #129 holding.
Eclectic Associates first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
Eclectic Associates's Capital Group Core Equity ETF position peaked at $445K in Q4 2024.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.