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Everpar Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Everpar Advisors’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 		$719K Sell
16,156
-650
-4% -$27.8K 0.2% 107
2026
Q1 		$646K Sell
16,806
-200
-1% -$8.05K 0.22% 94
2025
Q4 		$684K Hold
17,006
– – 0.25% 79
2025
Q3 		$672K Buy
17,006
+150
+0.9% +$5.76K 0.27% 87
2025
Q2 		$622K Sell
16,856
-30
-0.2% -$1.02K 0.28% 83
2025
Q1 		$564K Buy
16,886
+200
+1% +$7.03K 0.3% 79
2024
Q4 		$584K Buy
16,686
+250
+2% +$8.76K 0.29% 81
2024
Q3 		$563K Sell
16,436
-720
-4% -$23.8K 0.29% 95
2024
Q2 		$553K Buy
17,156
+900
+6% +$28.1K 0.28% 107
2024
Q1 		$507K Buy
16,256
+150
+0.9% +$4.45K 0.31% 107
2023
Q4 		$456K Buy
+16,106
New +$424K 0.21% 165

Other funds holding CGUS

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Everpar Advisors's CGUS Position: Q2 2026 in Review

Everpar Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 3.9% in Q2 2026, selling an estimated $27.8K and leaving 16,156 shares worth $719K. The position accounts for 0.2% of the portfolio, ranked #107.

Everpar Advisors first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 66 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Everpar Advisors held 16,156 shares of Capital Group Core Equity ETF worth $719K as of Q2 2026.
  • Everpar Advisors sold 650 Capital Group Core Equity ETF shares in Q2 2026, an estimated $27.8K.
  • Capital Group Core Equity ETF made up 0.2% of Everpar Advisors's portfolio in Q2 2026, its #107 holding.
  • Everpar Advisors first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 66 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.