First Horizon Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

First Horizon 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
2025 Q2	$147K	Sell	3,978 -2,446	-38%	-$83.3K	﹤0.01%	606
2025 Q1	$215K	Hold	6,424	–	–	0.01%	495
2024 Q4	$225K	Hold	6,424	–	–	0.01%	498
2024 Q3	$220K	Sell	6,424 -86	-1%	-$2.84K	0.01%	510
2024 Q2	$210K	Hold	6,510	–	–	0.01%	499
2024 Q1	$203K	Sell	6,510 -341	-5%	-$10.1K	0.01%	500
2023 Q4	$194K	Hold	6,851	–	–	0.01%	488
2023 Q3	$172K	Buy	+6,851	New	+$178K	0.01%	489

Other funds holding CGUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Horizon Advisors's CGUS Position: Q2 2025 in Review

First Horizon Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 38% in Q2 2025, selling an estimated $83.3K and leaving 3,978 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

First Horizon Advisors first reported a position in CGUS in Q3 2023 and has held it in 8 quarters since. The position peaked at $225K in Q4 2024. 335 funds tracked by Wall St. Rank hold CGUS as of Q2 2025.

First Horizon Advisors held 3,978 shares of Capital Group Core Equity ETF worth $147K as of Q2 2025.
First Horizon Advisors sold 2,446 Capital Group Core Equity ETF shares in Q2 2025, an estimated $83.3K.
Capital Group Core Equity ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #606 holding.
First Horizon Advisors first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 8 quarters since.
First Horizon Advisors's Capital Group Core Equity ETF position peaked at $225K in Q4 2024.
335 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.