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

Financial Perspectives’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	$98.5K	Buy	2,214 +2	+0.1%	+$86	0.02%	245
2026 Q1	$85K	Hold	2,212	–	–	0.02%	249
2025 Q4	$89K	Buy	2,212 +3	+0.1%	+$120	0.02%	240
2025 Q3	$87.3K	Buy	2,209 +668	+43%	+$25.6K	0.02%	250
2025 Q2	$56.9K	Hold	1,541	–	–	0.02%	284
2025 Q1	$51.5K	Hold	1,541	–	–	0.02%	298
2024 Q4	$53.9K	Hold	1,541	–	–	0.02%	288
2024 Q3	$52.8K	Hold	1,541	–	–	0.02%	279
2024 Q2	$49.7K	Hold	1,541	–	–	0.02%	276
2024 Q1	$48K	Hold	1,541	–	–	0.02%	281
2023 Q4	$43.6K	Buy	1,541 +5	+0.3%	+$132	0.02%	281
2023 Q3	$38.6K	Buy	1,536 +5	+0.3%	+$130	0.02%	280
2023 Q2	$39.3K	Hold	1,531	–	–	0.02%	283
2023 Q1	$36.3K	Hold	1,531	–	–	0.02%	292
2022 Q4	$34.4K	Buy	+1,531	New	+$34K	0.02%	292

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

Financial Perspectives's CGUS Position: Q2 2026 in Review

Financial Perspectives increased its Capital Group Core Equity ETF (CGUS) stake by 0.09% in Q2 2026, buying an estimated $86 and bringing the position to 2,214 shares worth $98.5K. The position accounts for 0.02% of the portfolio, ranked #245.

Financial Perspectives first reported a position in CGUS in Q4 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Financial Perspectives held 2,214 shares of Capital Group Core Equity ETF worth $98.5K as of Q2 2026.
Financial Perspectives bought 2 Capital Group Core Equity ETF shares in Q2 2026, an estimated $86.
Capital Group Core Equity ETF made up 0.02% of Financial Perspectives's portfolio in Q2 2026, its #245 holding.
Financial Perspectives first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.