HUB Investment Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

HUB Investment Partners’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	$37.2M	Sell	835,860 -193,377	-19%	-$8.28M	0.67%	29
2026 Q1	$39.5M	Sell	1,029,237 -110,951	-10%	-$4.47M	0.95%	21
2025 Q4	$45.9M	Buy	1,140,188 +24,810	+2%	+$991K	1.19%	13
2025 Q3	$44.1M	Buy	1,115,378 +365,170	+49%	+$14M	1.47%	9
2025 Q2	$27.7M	Buy	750,208 +50,583	+7%	+$1.72M	0.92%	19
2025 Q1	$23.4M	Sell	699,625 -10,734	-2%	-$377K	0.93%	18
2024 Q4	$24.8M	Buy	710,359 +38,426	+6%	+$1.35M	1.04%	18
2024 Q3	$23M	Sell	671,933 -92,864	-12%	-$3.07M	1%	19
2024 Q2	$24.7M	Buy	764,797 +134,875	+21%	+$4.21M	0.93%	15
2024 Q1	$19.6M	Buy	629,922 +599,548	+1,974%	+$17.8M	1.07%	18
2023 Q4	$860K	Buy	+30,374	New	+$800K	0.06%	175

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

HUB Investment Partners's CGUS Position: Q2 2026 in Review

HUB Investment Partners reduced its Capital Group Core Equity ETF (CGUS) stake by 19% in Q2 2026, selling an estimated $8.28M and leaving 835,860 shares worth $37.2M. The position accounts for 0.67% of the portfolio, ranked #29.

HUB Investment Partners first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $45.9M in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

HUB Investment Partners held 835,860 shares of Capital Group Core Equity ETF worth $37.2M as of Q2 2026.
HUB Investment Partners sold 193,377 Capital Group Core Equity ETF shares in Q2 2026, an estimated $8.28M.
Capital Group Core Equity ETF made up 0.67% of HUB Investment Partners's portfolio in Q2 2026, its #29 holding.
HUB Investment Partners first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
HUB Investment Partners's Capital Group Core Equity ETF position peaked at $45.9M in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.