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

First Heartland Consultants’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 Q3	$303K	Sell	6,809 -599	-8%	-$26.9K	0.02%	475
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return

First Heartland Consultants's CGUS Position: Q3 2026 in Review

First Heartland Consultants reduced its Capital Group Core Equity ETF (CGUS) stake by 8.1% in Q3 2026, selling an estimated $26.9K and leaving 6,809 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #475.

First Heartland Consultants first reported a position in CGUS in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.32M in Q1 2025. 21 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

First Heartland Consultants held 6,809 shares of Capital Group Core Equity ETF worth $303K as of Q3 2026.
First Heartland Consultants sold 599 Capital Group Core Equity ETF shares in Q3 2026, an estimated $26.9K.
Capital Group Core Equity ETF made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #475 holding.
First Heartland Consultants first reported a position in Capital Group Core Equity ETF in Q3 2022 and has held it in 17 quarters since.
First Heartland Consultants's Capital Group Core Equity ETF position peaked at $1.32M in Q1 2025.
21 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.