Independent Wealth Network’s Capital Group Core Equity ETF CGUS Stock Holding History

Independent Wealth Network’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	$1.69M	Buy	38,019 +746	+2%	+$31.9K	0.43%	56
2026 Q1	$1.43M	Buy	37,273 +1,797	+5%	+$72.4K	0.43%	60
2025 Q4	$1.43M	Sell	35,476 -805	-2%	-$32.1K	0.44%	54
2025 Q3	$1.43M	Buy	36,281 +2,562	+8%	+$98.4K	0.46%	51
2025 Q2	$1.25M	Buy	33,719 +1,475	+5%	+$50.2K	0.45%	53
2025 Q1	$1.08M	Buy	32,244 +4,411	+16%	+$155K	0.43%	61
2024 Q4	$973K	Buy	27,833 +7,244	+35%	+$254K	0.39%	65
2024 Q3	$706K	Buy	20,589 +3,721	+22%	+$123K	0.31%	81
2024 Q2	$544K	Buy	16,868 +5,004	+42%	+$156K	0.25%	106
2024 Q1	$370K	Buy	+11,864	New	+$352K	0.17%	144

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 Wealth Network's CGUS Position: Q2 2026 in Review

Independent Wealth Network increased its Capital Group Core Equity ETF (CGUS) stake by 2% in Q2 2026, buying an estimated $31.9K and bringing the position to 38,019 shares worth $1.69M. The position accounts for 0.43% of the portfolio, ranked #56.

Independent Wealth Network first reported a position in CGUS in Q1 2024 and has held it in 10 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Independent Wealth Network held 38,019 shares of Capital Group Core Equity ETF worth $1.69M as of Q2 2026.
Independent Wealth Network bought 746 Capital Group Core Equity ETF shares in Q2 2026, an estimated $31.9K.
Capital Group Core Equity ETF made up 0.43% of Independent Wealth Network's portfolio in Q2 2026, its #56 holding.
Independent Wealth Network first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.