IFG
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Independent Financial Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Independent Financial Group’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
Q3 		$5.26M Buy
118,100
+3,409
+3% +$153K 0.1% 205
2026
Q2 		$5.1M Buy
114,691
+20,893
+22% +$894K 0.1% 210
2026
Q1 		$3.6M Sell
93,798
-5,279
-5% -$213K 0.08% 243
2025
Q4 		$3.99M Buy
99,077
+17,816
+22% +$711K 0.09% 211
2025
Q3 		$3.21M Buy
81,261
+28,267
+53% +$1.09M 0.08% 245
2025
Q2 		$1.96M Buy
52,994
+2,067
+4% +$70.4K 0.05% 345
2025
Q1 		$1.7M Buy
50,927
+15,190
+43% +$534K 0.06% 321
2024
Q4 		$1.25M Buy
35,737
+10,801
+43% +$379K 0.04% 413
2024
Q3 		$855K Buy
24,936
+2,520
+11% +$83.2K 0.03% 488
2024
Q2 		$723K Buy
22,416
+12,184
+119% +$380K 0.03% 487
2024
Q1 		$319K Sell
10,232
-495
-5% -$14.7K 0.01% 752
2023
Q4 		$304K Buy
+10,727
New +$283K 0.02% 719

Other funds holding CGUS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Independent Financial Group's CGUS Position: Q3 2026 in Review

Independent Financial Group increased its Capital Group Core Equity ETF (CGUS) stake by 3% in Q3 2026, buying an estimated $153K and bringing the position to 118,100 shares worth $5.26M. The position accounts for 0.1% of the portfolio, ranked #205.

Independent Financial Group first reported a position in CGUS in Q4 2023 and has held it in 12 quarters since. 32 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Independent Financial Group held 118,100 shares of Capital Group Core Equity ETF worth $5.26M as of Q3 2026.
  • Independent Financial Group bought 3,409 Capital Group Core Equity ETF shares in Q3 2026, an estimated $153K.
  • Capital Group Core Equity ETF made up 0.1% of Independent Financial Group's portfolio in Q3 2026, its #205 holding.
  • Independent Financial Group first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • 32 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.