First Heartland Consultants’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$330K Buy
7,408
+818
+12% +$35K 0.02% 438
2026
Q1
$253K Buy
6,590
+933
+16% +$37.6K 0.02% 450
2025
Q4
$228K Sell
5,657
-5,638
-50% -$225K 0.02% 484
2025
Q3
$447K Sell
11,295
-7,290
-39% -$280K 0.04% 309
2025
Q2
$686K Sell
18,585
-21,023
-53% -$716K 0.06% 215
2025
Q1
$1.32M Buy
39,608
+10,723
+37% +$377K 0.14% 124
2024
Q4
$1.01M Buy
28,885
+3,332
+13% +$117K 0.1% 147
2024
Q3
$876K Sell
25,553
-433
-2% -$14.3K 0.09% 153
2024
Q2
$838K Buy
25,986
+717
+3% +$22.4K 0.06% 191
2024
Q1
$787K Sell
25,269
-521
-2% -$15.4K 0.08% 187
2023
Q4
$730K Hold
25,790
0.09% 172
2023
Q3
$648K Hold
25,790
0.08% 181
2023
Q2
$662K Hold
25,790
0.09% 170
2023
Q1
$611K Hold
25,790
0.09% 180
2022
Q4
$579K Hold
25,790
0.09% 180
2022
Q3
$525K Buy
+25,790
New +$579K 0.05% 178

Other funds holding CGUS

First Heartland Consultants's CGUS Position: Q2 2026 in Review

First Heartland Consultants increased its Capital Group Core Equity ETF (CGUS) stake by 12% in Q2 2026, buying an estimated $35K and bringing the position to 7,408 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #438.

First Heartland Consultants first reported a position in CGUS in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.32M in Q1 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • First Heartland Consultants held 7,408 shares of Capital Group Core Equity ETF worth $330K as of Q2 2026.
  • First Heartland Consultants bought 818 Capital Group Core Equity ETF shares in Q2 2026, an estimated $35K.
  • Capital Group Core Equity ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #438 holding.
  • First Heartland Consultants first reported a position in Capital Group Core Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • First Heartland Consultants's Capital Group Core Equity ETF position peaked at $1.32M in Q1 2025.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.