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

Farther Finance 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	$4.98M	Buy	111,983 +35,754	+47%	+$1.53M	0.04%	411
2026 Q1	$2.95M	Buy	76,229 +9,558	+14%	+$385K	0.03%	498
2025 Q4	$2.68M	Buy	66,671 +61,865	+1,287%	+$2.47M	0.03%	485
2025 Q3	$190K	Buy	4,806 +4,249	+763%	+$163K	﹤0.01%	1635
2025 Q2	$20.6K	Buy	+557	New	+$19K	﹤0.01%	2658
2024 Q3	–	Sell	-66	Closed	-$2.13K	–	4015
2024 Q2	$2.13K	Buy	+66	New	+$2.06K	﹤0.01%	2766

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

Farther Finance Advisors's CGUS Position: Q2 2026 in Review

Farther Finance Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 47% in Q2 2026, buying an estimated $1.53M and bringing the position to 111,983 shares worth $4.98M. The position accounts for 0.04% of the portfolio, ranked #411.

Farther Finance Advisors first reported a position in CGUS in Q2 2024 and has held it in 6 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Farther Finance Advisors held 111,983 shares of Capital Group Core Equity ETF worth $4.98M as of Q2 2026.
Farther Finance Advisors bought 35,754 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.53M.
Capital Group Core Equity ETF made up 0.04% of Farther Finance Advisors's portfolio in Q2 2026, its #411 holding.
Farther Finance Advisors first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 6 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.