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 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

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

Independent Financial Group's CGUS Position: Q2 2026 in Review

Independent Financial Group increased its Capital Group Core Equity ETF (CGUS) stake by 22% in Q2 2026, buying an estimated $894K and bringing the position to 114,691 shares worth $5.1M. The position accounts for 0.1% of the portfolio, ranked #210.

Independent Financial Group first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Independent Financial Group held 114,691 shares of Capital Group Core Equity ETF worth $5.1M as of Q2 2026.
Independent Financial Group bought 20,893 Capital Group Core Equity ETF shares in Q2 2026, an estimated $894K.
Capital Group Core Equity ETF made up 0.1% of Independent Financial Group's portfolio in Q2 2026, its #210 holding.
Independent Financial Group first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.