Envestnet Portfolio Solutions’s Capital Group Core Equity ETF CGUS Stock Holding History

Envestnet Portfolio 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	$9.75M	Buy	219,232 +6,458	+3%	+$276K	0.05%	219
2026 Q1	$8.17M	Sell	212,774 -3,285	-2%	-$132K	0.05%	217
2025 Q4	$8.69M	Buy	216,059 +29,735	+16%	+$1.19M	0.03%	268
2025 Q3	$7.37M	Sell	186,324 -34,842	-16%	-$1.34M	0.03%	281
2025 Q2	$8.17M	Sell	221,166 -99,612	-31%	-$3.39M	0.03%	262
2025 Q1	$10.7M	Sell	320,778 -70,736	-18%	-$2.49M	0.04%	217
2024 Q4	$13.7M	Buy	391,514 +36,363	+10%	+$1.27M	0.04%	198
2024 Q3	$12.2M	Buy	355,151 +15,520	+5%	+$513K	0.04%	218
2024 Q2	$11M	Buy	339,631 +28,269	+9%	+$883K	0.04%	220
2024 Q1	$9.7M	Buy	311,362 +35,827	+13%	+$1.06M	0.04%	235
2023 Q4	$7.8M	Buy	275,535 +38,717	+16%	+$1.02M	0.03%	237
2023 Q3	$5.95M	Buy	+236,818	New	+$6.14M	0.03%	268

Other funds holding CGUS

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MHB

Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions's CGUS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Capital Group Core Equity ETF (CGUS) stake by 3% in Q2 2026, buying an estimated $276K and bringing the position to 219,232 shares worth $9.75M. The position accounts for 0.05% of the portfolio, ranked #219.

Envestnet Portfolio Solutions first reported a position in CGUS in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.7M in Q4 2024. 187 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Envestnet Portfolio Solutions held 219,232 shares of Capital Group Core Equity ETF worth $9.75M as of Q2 2026.
Envestnet Portfolio Solutions bought 6,458 Capital Group Core Equity ETF shares in Q2 2026, an estimated $276K.
Capital Group Core Equity ETF made up 0.05% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #219 holding.
Envestnet Portfolio Solutions first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Capital Group Core Equity ETF position peaked at $13.7M in Q4 2024.
187 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.