Endeavor Private Wealth’s Capital Group Core Equity ETF CGUS Stock Holding History

Endeavor Private Wealth’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	$4.03M	Buy	90,524 +1,769	+2%	+$75.7K	0.98%	27
2026 Q1	$3.42M	Sell	88,755 -38,227	-30%	-$1.54M	0.98%	30
2025 Q4	$5.11M	Buy	126,982 +8,797	+7%	+$351K	1.46%	17
2025 Q3	$4.68M	Buy	118,185 +12,464	+12%	+$479K	1.45%	18
2025 Q2	$3.91M	Buy	105,721 +27,164	+35%	+$925K	1.85%	14
2025 Q1	$2.63M	Buy	78,557 +19,100	+32%	+$671K	1.43%	17
2024 Q4	$2.08M	Buy	+59,457	New	+$2.08M	1.98%	15

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

Endeavor Private Wealth's CGUS Position: Q2 2026 in Review

Endeavor Private Wealth increased its Capital Group Core Equity ETF (CGUS) stake by 2% in Q2 2026, buying an estimated $75.7K and bringing the position to 90,524 shares worth $4.03M. The position accounts for 0.98% of the portfolio, ranked #27.

Endeavor Private Wealth first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.11M in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Endeavor Private Wealth held 90,524 shares of Capital Group Core Equity ETF worth $4.03M as of Q2 2026.
Endeavor Private Wealth bought 1,769 Capital Group Core Equity ETF shares in Q2 2026, an estimated $75.7K.
Capital Group Core Equity ETF made up 0.98% of Endeavor Private Wealth's portfolio in Q2 2026, its #27 holding.
Endeavor Private Wealth first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
Endeavor Private Wealth's Capital Group Core Equity ETF position peaked at $5.11M in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.