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 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 $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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Focus Partners Wealth's CGUS Position: Q1 2026 in Review

Focus Partners Wealth reduced its Capital Group Core Equity ETF (CGUS) stake by 0.41% in Q1 2026, selling an estimated $4.83K and leaving 28,994 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

Focus Partners Wealth first reported a position in CGUS in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.17M in Q4 2025. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

Focus Partners Wealth held 28,994 shares of Capital Group Core Equity ETF worth $1.11M as of Q1 2026.
Focus Partners Wealth sold 120 Capital Group Core Equity ETF shares in Q1 2026, an estimated $4.83K.
Capital Group Core Equity ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1569 holding.
Focus Partners Wealth first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 7 quarters since.
Focus Partners Wealth's Capital Group Core Equity ETF position peaked at $1.17M in Q4 2025.
409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.