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Independent Advisor Alliance’s Capital Group Core Equity ETF CGUS Stock Holding History

Independent Advisor Alliance’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 		– Sell
-416,283
Closed -$16M – 1129
2026
Q1 		$16M Buy
+416,283
New +$16.8M 0.17% 118
2025
Q1 		– Sell
-239,737
Closed -$8.38M – 889
2024
Q4 		$8.38M Buy
+239,737
New +$8.4M 0.11% 187

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

Independent Advisor Alliance's CGUS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Capital Group Core Equity ETF (CGUS) in Q2 2026, closing a stake of 416,283 shares — an estimated $16M sold.

Independent Advisor Alliance first reported a position in CGUS in Q4 2024 and held it in 2 quarters. The position peaked at $16M in Q1 2026. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Capital Group Core Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 416,283 Capital Group Core Equity ETF shares in Q2 2026, an estimated $16M.
  • Independent Advisor Alliance first reported a position in Capital Group Core Equity ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Capital Group Core Equity ETF position peaked at $16M in Q1 2026.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.