IAG Wealth Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

IAG Wealth 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	$16.6K	Hold	373	–	–	﹤0.01%	329
2026 Q1	$14.3K	Buy	373 +18	+5%	+$725	﹤0.01%	345
2025 Q4	$14.3K	Sell	355 -2,150	-86%	-$85.9K	﹤0.01%	323
2025 Q3	$99K	Hold	2,505	–	–	0.01%	158
2025 Q2	$92.5K	Buy	2,505 +325	+15%	+$11.1K	0.01%	156
2025 Q1	$72.8K	Buy	2,180 +1,825	+514%	+$64.1K	0.01%	170
2024 Q4	$12.4K	Hold	355	–	–	﹤0.01%	321
2024 Q3	$12.2K	Hold	355	–	–	﹤0.01%	322
2024 Q2	$11.4K	Hold	355	–	–	﹤0.01%	315
2024 Q1	$11.1K	Hold	355	–	–	﹤0.01%	302
2023 Q4	$10K	Hold	355	–	–	﹤0.01%	304
2023 Q3	$8.91K	Hold	355	–	–	﹤0.01%	309
2023 Q2	$9.12K	Hold	355	–	–	﹤0.01%	321
2023 Q1	$8.41K	Buy	+355	New	+$8.28K	﹤0.01%	332

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

IAG Wealth Partners's CGUS Position: Q2 2026 in Review

IAG Wealth Partners held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 373 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

IAG Wealth Partners first reported a position in CGUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $99K in Q3 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

IAG Wealth Partners held 373 shares of Capital Group Core Equity ETF worth $16.6K as of Q2 2026.
IAG Wealth Partners left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
Capital Group Core Equity ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #329 holding.
IAG Wealth Partners first reported a position in Capital Group Core Equity ETF in Q1 2023 and has held it in 14 quarters since.
IAG Wealth Partners's Capital Group Core Equity ETF position peaked at $99K in Q3 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.