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

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

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. 442 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.
442 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.