HighTower Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

HighTower Advisors’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	$8.29M	Sell	186,377 -4,133	-2%	-$177K	0.01%	1007
2026 Q1	$7.32M	Sell	190,510 -3,149	-2%	-$127K	0.01%	1018
2025 Q4	$7.79M	Buy	193,659 +21,997	+13%	+$878K	0.01%	971
2025 Q3	$6.79M	Buy	171,662 +32,276	+23%	+$1.24M	0.01%	1020
2025 Q2	$5.15M	Buy	139,386 +22,352	+19%	+$761K	0.01%	1076
2025 Q1	$3.91M	Buy	117,034 +14,062	+14%	+$494K	0.01%	1160
2024 Q4	$3.6M	Buy	102,972 +8,374	+9%	+$293K	﹤0.01%	1199
2024 Q3	$3.25M	Buy	94,598 +8,818	+10%	+$291K	﹤0.01%	1234
2024 Q2	$2.76M	Buy	85,780 +10,463	+14%	+$327K	﹤0.01%	1271
2024 Q1	$2.34M	Buy	75,317 +51,824	+221%	+$1.54M	﹤0.01%	1347
2023 Q4	$663K	Buy	+23,493	New	+$619K	﹤0.01%	2123

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

HighTower Advisors's CGUS Position: Q2 2026 in Review

HighTower Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 2.2% in Q2 2026, selling an estimated $177K and leaving 186,377 shares worth $8.29M. The position accounts for 0.01% of the portfolio, ranked #1007.

HighTower Advisors first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

HighTower Advisors held 186,377 shares of Capital Group Core Equity ETF worth $8.29M as of Q2 2026.
HighTower Advisors sold 4,133 Capital Group Core Equity ETF shares in Q2 2026, an estimated $177K.
Capital Group Core Equity ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #1007 holding.
HighTower Advisors first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.