F.L. Putnam Investment Management’s Capital Group Core Equity ETF CGUS Stock Holding History

F.L. Putnam Investment Management’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	$489K	Sell	10,987 -250	-2%	-$10.7K	0.01%	465
2026 Q1	$432K	Sell	11,237 -40	-0.4%	-$1.61K	0.01%	445
2025 Q4	$454K	Sell	11,277 -55	-0.5%	-$2.2K	0.01%	442
2025 Q3	$448K	Sell	11,332 -2,976	-21%	-$114K	0.01%	433
2025 Q2	$528K	Sell	14,308 -25,385	-64%	-$865K	0.01%	406
2025 Q1	$1.33M	Sell	39,693 -1,170	-3%	-$41.1K	0.02%	286
2024 Q4	$1.43M	Buy	40,863 +3,002	+8%	+$105K	0.03%	273
2024 Q3	$1.3M	Sell	37,861 -1,975	-5%	-$65.2K	0.02%	298
2024 Q2	$1.28M	Buy	+39,836	New	+$1.24M	0.02%	291

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

F.L. Putnam Investment Management's CGUS Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its Capital Group Core Equity ETF (CGUS) stake by 2.2% in Q2 2026, selling an estimated $10.7K and leaving 10,987 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #465.

F.L. Putnam Investment Management first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.43M in Q4 2024. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

F.L. Putnam Investment Management held 10,987 shares of Capital Group Core Equity ETF worth $489K as of Q2 2026.
F.L. Putnam Investment Management sold 250 Capital Group Core Equity ETF shares in Q2 2026, an estimated $10.7K.
Capital Group Core Equity ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #465 holding.
F.L. Putnam Investment Management first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
F.L. Putnam Investment Management's Capital Group Core Equity ETF position peaked at $1.43M in Q4 2024.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.