Gladstone Institutional Advisory’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.14M Buy
25,528
+1,009
+4% +$43.2K 0.04% 392
2026
Q1
$942K Buy
24,519
+7,298
+42% +$294K 0.03% 382
2025
Q4
$693K Buy
17,221
+4,790
+39% +$191K 0.03% 432
2025
Q3
$492K Buy
12,431
+1,275
+11% +$49K 0.02% 521
2025
Q2
$412K Sell
11,156
-1,738
-13% -$59.2K 0.02% 545
2025
Q1
$431K Buy
12,894
+4,385
+52% +$154K 0.02% 502
2024
Q4
$298K Sell
8,509
-147
-2% -$5.15K 0.01% 587
2024
Q3
$297K Buy
8,656
+1,842
+27% +$60.8K 0.01% 574
2024
Q2
$220K Buy
+6,814
New +$213K 0.01% 606

Other funds holding CGUS

Gladstone Institutional Advisory's CGUS Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Capital Group Core Equity ETF (CGUS) stake by 4.1% in Q2 2026, buying an estimated $43.2K and bringing the position to 25,528 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #392.

Gladstone Institutional Advisory first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Gladstone Institutional Advisory held 25,528 shares of Capital Group Core Equity ETF worth $1.14M as of Q2 2026.
  • Gladstone Institutional Advisory bought 1,009 Capital Group Core Equity ETF shares in Q2 2026, an estimated $43.2K.
  • Capital Group Core Equity ETF made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #392 holding.
  • Gladstone Institutional Advisory first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.