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

Florida Financial 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
2026 Q2	$772K	Buy	17,363 +4,689	+37%	+$201K	0.13%	161
2026 Q1	$487K	Buy	12,674 +4,890	+63%	+$197K	0.12%	172
2025 Q4	$313K	Buy	7,784 +901	+13%	+$36K	0.09%	208
2025 Q3	$272K	Buy	+6,883	New	+$264K	0.08%	212
2025 Q2	–	Sell	-7,505	Closed	-$251K	–	263
2025 Q1	$251K	Buy	+7,505	New	+$264K	0.1%	202

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

Florida Financial Advisors's CGUS Position: Q2 2026 in Review

Florida Financial Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 37% in Q2 2026, buying an estimated $201K and bringing the position to 17,363 shares worth $772K. The position accounts for 0.13% of the portfolio, ranked #161.

Florida Financial Advisors first reported a position in CGUS in Q1 2025 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Florida Financial Advisors held 17,363 shares of Capital Group Core Equity ETF worth $772K as of Q2 2026.
Florida Financial Advisors bought 4,689 Capital Group Core Equity ETF shares in Q2 2026, an estimated $201K.
Capital Group Core Equity ETF made up 0.13% of Florida Financial Advisors's portfolio in Q2 2026, its #161 holding.
Florida Financial Advisors first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 5 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.