Focus Partners Wealth’s Capital Group Core Equity ETF CGUS Stock Holding History

Focus Partners Wealth’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	$2M	Buy	45,066 +16,072	+55%	+$688K	﹤0.01%	1358
2026 Q1	$1.11M	Sell	28,994 -120	-0.4%	-$4.83K	﹤0.01%	1569
2025 Q4	$1.17M	Buy	29,114 +4,182	+17%	+$167K	﹤0.01%	1561
2025 Q3	$986K	Sell	24,932 -68	-0.3%	-$2.61K	﹤0.01%	1293
2025 Q2	$923K	Buy	25,000 +15,516	+164%	+$529K	﹤0.01%	1177
2025 Q1	$317K	Sell	9,484 -2,428	-20%	-$85.3K	﹤0.01%	1547
2024 Q4	$417K	Buy	11,912 +2	+0%	+$70	﹤0.01%	1403
2024 Q3	$408K	Buy	+11,910	New	+$393K	﹤0.01%	1211

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

Focus Partners Wealth's CGUS Position: Q2 2026 in Review

Focus Partners Wealth increased its Capital Group Core Equity ETF (CGUS) stake by 55% in Q2 2026, buying an estimated $688K and bringing the position to 45,066 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Focus Partners Wealth first reported a position in CGUS in Q3 2024 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Focus Partners Wealth held 45,066 shares of Capital Group Core Equity ETF worth $2M as of Q2 2026.
Focus Partners Wealth bought 16,072 Capital Group Core Equity ETF shares in Q2 2026, an estimated $688K.
Capital Group Core Equity ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1358 holding.
Focus Partners Wealth first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.