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

EverSource Wealth 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	$23.2M	Buy	521,110 +25,216	+5%	+$1.08M	0.78%	26
2026 Q1	$19.1M	Buy	495,894 +30,530	+7%	+$1.23M	0.58%	36
2025 Q4	$18.7M	Buy	465,364 +35,027	+8%	+$1.4M	0.69%	30
2025 Q3	$17M	Buy	430,337 +47,448	+12%	+$1.82M	0.67%	31
2025 Q2	$14.1M	Buy	382,889 +60,743	+19%	+$2.07M	0.64%	34
2025 Q1	$10.8M	Buy	322,146 +85,637	+36%	+$3.01M	0.59%	37
2024 Q4	$8.27M	Buy	236,509 +211,571	+848%	+$7.42M	0.46%	50
2024 Q3	$855K	Buy	24,938 +10	+0%	+$330	0.05%	241
2024 Q2	$825K	Sell	24,928 -1,536	-6%	-$48K	0.05%	239
2024 Q1	$795K	Buy	26,464 +4,307	+19%	+$128K	0.06%	210
2023 Q4	$627K	Buy	22,157 +245	+1%	+$6.45K	0.06%	218
2023 Q3	$550K	Buy	21,912 +6,514	+42%	+$169K	0.06%	218
2023 Q2	$395K	Buy	15,398 +445	+3%	+$10.9K	0.04%	261
2023 Q1	$354K	Buy	14,953 +550	+4%	+$12.8K	0.04%	273
2022 Q4	$323K	Buy	14,403 +10,445	+264%	+$232K	0.05%	267
2022 Q3	$81K	Buy	+3,958	New	+$88.9K	0.02%	494

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

EverSource Wealth Advisors's CGUS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 5.1% in Q2 2026, buying an estimated $1.08M and bringing the position to 521,110 shares worth $23.2M. The position accounts for 0.78% of the portfolio, ranked #26.

EverSource Wealth Advisors first reported a position in CGUS in Q3 2022 and has held it in 16 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

EverSource Wealth Advisors held 521,110 shares of Capital Group Core Equity ETF worth $23.2M as of Q2 2026.
EverSource Wealth Advisors bought 25,216 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.08M.
Capital Group Core Equity ETF made up 0.78% of EverSource Wealth Advisors's portfolio in Q2 2026, its #26 holding.
EverSource Wealth Advisors first reported a position in Capital Group Core Equity ETF in Q3 2022 and has held it in 16 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.