Equitable Holdings’s Capital Group Core Equity ETF CGUS Stock Holding History

Equitable Holdings’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	$30.3M	Buy	681,339 +18,006	+3%	+$771K	0.18%	121
2026 Q1	$26.6M	Buy	663,333 +468,150	+240%	+$18.9M	0.17%	120
2025 Q4	$7.85M	Buy	195,183 +26,702	+16%	+$1.07M	0.05%	268
2025 Q3	$6.66M	Buy	168,481 +29,744	+21%	+$1.14M	0.05%	293
2025 Q2	$5.12M	Buy	138,737 +85,870	+162%	+$2.93M	0.04%	323
2025 Q1	$1.77M	Buy	52,867 +12,442	+31%	+$437K	0.02%	546
2024 Q4	$1.41M	Buy	40,425 +7,479	+23%	+$262K	0.01%	576
2024 Q3	$1.13M	Buy	32,946 +5,345	+19%	+$177K	0.01%	650
2024 Q2	$890K	Buy	27,601 +10,016	+57%	+$313K	0.01%	678
2024 Q1	$548K	Buy	+17,585	New	+$521K	0.01%	778

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

Equitable Holdings's CGUS Position: Q2 2026 in Review

Equitable Holdings increased its Capital Group Core Equity ETF (CGUS) stake by 2.7% in Q2 2026, buying an estimated $771K and bringing the position to 681,339 shares worth $30.3M. The position accounts for 0.18% of the portfolio, ranked #121.

Equitable Holdings first reported a position in CGUS in Q1 2024 and has held it in 10 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Equitable Holdings held 681,339 shares of Capital Group Core Equity ETF worth $30.3M as of Q2 2026.
Equitable Holdings bought 18,006 Capital Group Core Equity ETF shares in Q2 2026, an estimated $771K.
Capital Group Core Equity ETF made up 0.18% of Equitable Holdings's portfolio in Q2 2026, its #121 holding.
Equitable Holdings first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.