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

HRT Financial’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	–	Sell	-6,991	Closed	-$281K	–	3887
2025 Q4	$281K	Buy	+6,991	New	+$279K	﹤0.01%	2406
2025 Q3	–	Sell	-18,424	Closed	-$680K	–	2922
2025 Q2	$680K	Buy	18,424 +403	+2%	+$13.7K	﹤0.01%	1459
2025 Q1	$601K	Buy	+18,021	New	+$633K	﹤0.01%	1366
2024 Q3	–	Sell	-21,728	Closed	-$700K	–	2499
2024 Q2	$700K	Sell	21,728 -163	-0.7%	-$5.09K	﹤0.01%	1157
2024 Q1	$682K	Buy	+21,891	New	+$649K	﹤0.01%	1086

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HRT Financial's CGUS Position: Q1 2026 in Review

HRT Financial sold out of Capital Group Core Equity ETF (CGUS) in Q1 2026, closing a stake of 6,991 shares — an estimated $281K sold.

HRT Financial first reported a position in CGUS in Q1 2024 and held it in 5 quarters. The position peaked at $700K in Q2 2024. 410 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

HRT Financial reported no remaining Capital Group Core Equity ETF position as of Q1 2026 after selling out during the quarter.
HRT Financial sold 6,991 Capital Group Core Equity ETF shares in Q1 2026, an estimated $281K.
HRT Financial first reported a position in Capital Group Core Equity ETF in Q1 2024 and held it in 5 quarters.
HRT Financial's Capital Group Core Equity ETF position peaked at $700K in Q2 2024.
410 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.