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Financial Life Planners’s Capital Group Core Equity ETF CGUS Stock Holding History

Financial Life Planners’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 		– Sell
-342
Closed -$13.1K – 353
2026
Q1 		$13.1K Buy
+342
New +$13.8K 0.01% 217

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Financial Life Planners's CGUS Position: Q2 2026 in Review

Financial Life Planners sold out of Capital Group Core Equity ETF (CGUS) in Q2 2026, closing a stake of 342 shares — an estimated $13.1K sold.

Financial Life Planners first reported a position in CGUS in Q1 2026 and held it in 1 quarter. The position peaked at $13.1K in Q1 2026. 300 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Financial Life Planners reported no remaining Capital Group Core Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Life Planners sold 342 Capital Group Core Equity ETF shares in Q2 2026, an estimated $13.1K.
  • Financial Life Planners first reported a position in Capital Group Core Equity ETF in Q1 2026 and held it in 1 quarter.
  • Financial Life Planners's Capital Group Core Equity ETF position peaked at $13.1K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.