Hazlett, Burt & Watson’s Capital Group Core Equity ETF CGUS Stock Holding History

Hazlett, Burt & Watson’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	$608K	Buy	13,693 +2,630	+24%	+$113K	0.16%	140
2026 Q1	$424K	Buy	11,063 +2,738	+33%	+$110K	0.13%	164
2025 Q4	$334K	Buy	8,325 +7,040	+548%	+$281K	0.11%	178
2025 Q3	$51K	Buy	1,285 +285	+29%	+$10.9K	0.02%	417
2025 Q2	$37K	Hold	1,000	–	–	0.02%	417
2025 Q1	$33K	Hold	1,000	–	–	0.01%	416
2024 Q4	$34K	Buy	1,000 +325	+48%	+$11.4K	0.02%	400
2024 Q3	$23K	Buy	675 +300	+80%	+$9.91K	0.01%	445
2024 Q2	$12K	Buy	+375	New	+$11.7K	0.01%	507

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

Hazlett, Burt & Watson's CGUS Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Capital Group Core Equity ETF (CGUS) stake by 24% in Q2 2026, buying an estimated $113K and bringing the position to 13,693 shares worth $608K. The position accounts for 0.16% of the portfolio, ranked #140.

Hazlett, Burt & Watson 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.

Hazlett, Burt & Watson held 13,693 shares of Capital Group Core Equity ETF worth $608K as of Q2 2026.
Hazlett, Burt & Watson bought 2,630 Capital Group Core Equity ETF shares in Q2 2026, an estimated $113K.
Capital Group Core Equity ETF made up 0.16% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #140 holding.
Hazlett, Burt & Watson 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 Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.