Founders Financial Securities’s Capital Group Core Equity ETF CGUS Stock Holding History

Founders Financial Securities’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	$9.6M	Sell	215,733 -72	-0%	-$3.08K	0.49%	40
2026 Q1	$8.75M	Buy	215,805 +36,702	+20%	+$1.48M	0.49%	43
2025 Q4	$7.21M	Buy	179,103 +29,281	+20%	+$1.17M	0.42%	50
2025 Q3	$5.92M	Buy	149,822 +3,983	+3%	+$153K	0.4%	55
2025 Q2	$5.39M	Buy	145,839 +13,078	+10%	+$445K	0.41%	58
2025 Q1	$4.35M	Buy	132,761 +23,070	+21%	+$810K	0.37%	59
2024 Q4	$3.84M	Buy	109,691 +4,463	+4%	+$156K	0.35%	65
2024 Q3	$3.61M	Buy	105,228 +4,551	+5%	+$150K	0.33%	68
2024 Q2	$3.25M	Buy	100,677 +19,321	+24%	+$603K	0.31%	71
2024 Q1	$2.54M	Buy	81,356 +21,056	+35%	+$624K	0.27%	81
2023 Q4	$1.71M	Buy	60,300 +24,125	+67%	+$636K	0.19%	102
2023 Q3	$908K	Buy	36,175 +5,972	+20%	+$155K	0.12%	153
2023 Q2	$776K	Buy	30,203 +5,972	+25%	+$146K	0.1%	169
2023 Q1	$574K	Buy	24,231 +9,378	+63%	+$219K	0.08%	188
2022 Q4	$334K	Buy	14,853 +239	+2%	+$5.31K	0.05%	244
2022 Q3	$298K	Buy	14,614 +1,144	+8%	+$25.7K	0.05%	230
2022 Q2	$292K	Buy	+13,470	New	+$316K	0.06%	198

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

Founders Financial Securities's CGUS Position: Q2 2026 in Review

Founders Financial Securities reduced its Capital Group Core Equity ETF (CGUS) stake by 0.03% in Q2 2026, selling an estimated $3.08K and leaving 215,733 shares worth $9.6M. The position accounts for 0.49% of the portfolio, ranked #40.

Founders Financial Securities first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Founders Financial Securities held 215,733 shares of Capital Group Core Equity ETF worth $9.6M as of Q2 2026.
Founders Financial Securities sold 72 Capital Group Core Equity ETF shares in Q2 2026, an estimated $3.08K.
Capital Group Core Equity ETF made up 0.49% of Founders Financial Securities's portfolio in Q2 2026, its #40 holding.
Founders Financial Securities first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.