IMG Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

IMG Wealth Management’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	$222	Sell	5 -4	-44%	-$171	﹤0.01%	533
2026 Q1	$346	Hold	9	–	–	﹤0.01%	498
2025 Q4	$362	Buy	+9	New	+$359	﹤0.01%	578

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

IMG Wealth Management's CGUS Position: Q2 2026 in Review

IMG Wealth Management reduced its Capital Group Core Equity ETF (CGUS) stake by 44% in Q2 2026, selling an estimated $171 and leaving 5 shares worth $222. The position accounts for ﹤0.01% of the portfolio, ranked #533.

IMG Wealth Management first reported a position in CGUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $362 in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

IMG Wealth Management held 5 shares of Capital Group Core Equity ETF worth $222 as of Q2 2026.
IMG Wealth Management sold 4 Capital Group Core Equity ETF shares in Q2 2026, an estimated $171.
Capital Group Core Equity ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #533 holding.
IMG Wealth Management first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
IMG Wealth Management's Capital Group Core Equity ETF position peaked at $362 in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.