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

Faithward 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	$658K	Buy	14,800 +13	+0.1%	+$556	0.08%	173
2026 Q1	$568K	Sell	14,787 -1,284	-8%	-$51.7K	0.08%	172
2025 Q4	$647K	Sell	16,071 -2,270	-12%	-$90.7K	0.09%	163
2025 Q3	$725K	Buy	18,341 +2,288	+14%	+$87.8K	0.11%	140
2025 Q2	$593K	Hold	16,053	–	–	0.09%	147
2025 Q1	$536K	Sell	16,053 -13,934	-46%	-$490K	0.09%	152
2024 Q4	$1.05M	Buy	29,987 +1,505	+5%	+$52.7K	0.18%	102
2024 Q3	$976K	Buy	28,482 +7,533	+36%	+$249K	0.17%	117
2024 Q2	$676K	Sell	20,949 -121,695	-85%	-$3.8M	0.12%	134
2024 Q1	$4.44M	Sell	142,644 -977	-0.7%	-$29K	0.81%	30
2023 Q4	$4.2M	Buy	+143,621	New	+$3.78M	0.93%	23

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

Faithward Advisors's CGUS Position: Q2 2026 in Review

Faithward Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 0.09% in Q2 2026, buying an estimated $556 and bringing the position to 14,800 shares worth $658K. The position accounts for 0.08% of the portfolio, ranked #173.

Faithward Advisors first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.44M in Q1 2024. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Faithward Advisors held 14,800 shares of Capital Group Core Equity ETF worth $658K as of Q2 2026.
Faithward Advisors bought 13 Capital Group Core Equity ETF shares in Q2 2026, an estimated $556.
Capital Group Core Equity ETF made up 0.08% of Faithward Advisors's portfolio in Q2 2026, its #173 holding.
Faithward Advisors first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
Faithward Advisors's Capital Group Core Equity ETF position peaked at $4.44M in Q1 2024.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Faithward Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.