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

IFP 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 		$19.5M Buy
439,025
+16,207
+4% +$694K 0.35% 52
2026
Q1 		$16.2M Buy
422,818
+12,037
+3% +$485K 0.34% 59
2025
Q4 		$16.5M Buy
410,781
+13,008
+3% +$519K 0.37% 56
2025
Q3 		$15.7M Buy
397,773
+17,322
+5% +$665K 0.41% 46
2025
Q2 		$14.1M Buy
380,451
+36,176
+11% +$1.23M 0.4% 45
2025
Q1 		$11.5M Buy
344,275
+341,153
+10,927% +$12M 0.35% 51
2024
Q4 		$109K Buy
3,122
+518
+20% +$18.2K ﹤0.01% 1427
2024
Q3 		$89.3K Buy
2,604
+183
+8% +$6.04K ﹤0.01% 1458
2024
Q2 		$78.1K Buy
2,421
+1,405
+138% +$43.9K ﹤0.01% 1470
2024
Q1 		$31.6K Buy
1,016
+4
+0.4% +$119 ﹤0.01% 1764
2023
Q4 		$28.6K Sell
1,012
-982
-49% -$25.9K ﹤0.01% 1777
2023
Q3 		$50.1K Buy
1,994
+4
+0.2% +$104 ﹤0.01% 1551
2023
Q2 		$51.1K Sell
1,990
-1,675
-46% -$40.9K ﹤0.01% 1589
2023
Q1 		$90.4K Sell
3,665
-526
-13% -$12.3K ﹤0.01% 1298
2022
Q4 		$104K Buy
4,191
+1,275
+44% +$28.3K ﹤0.01% 1720
2022
Q3 		$73K Buy
2,916
+2,109
+261% +$47.4K ﹤0.01% 2087
2022
Q2 		$21K Hold
807
– – ﹤0.01% 2787
2022
Q1 		$21K Buy
+807
New +$20.2K ﹤0.01% 2787

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFP Advisors's CGUS Position: Q2 2026 in Review

IFP Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 3.8% in Q2 2026, buying an estimated $694K and bringing the position to 439,025 shares worth $19.5M. The position accounts for 0.35% of the portfolio, ranked #52.

IFP Advisors first reported a position in CGUS in Q1 2022 and has held it in 18 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • IFP Advisors held 439,025 shares of Capital Group Core Equity ETF worth $19.5M as of Q2 2026.
  • IFP Advisors bought 16,207 Capital Group Core Equity ETF shares in Q2 2026, an estimated $694K.
  • Capital Group Core Equity ETF made up 0.35% of IFP Advisors's portfolio in Q2 2026, its #52 holding.
  • IFP Advisors first reported a position in Capital Group Core Equity ETF in Q1 2022 and has held it in 18 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.