Indie Asset Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Indie Asset Partners’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	$298K	Hold	6,689	–	–	0.28%	60
2026 Q1	$257K	Hold	6,689	–	–	0.29%	69
2025 Q4	$269K	Hold	6,689	–	–	0.3%	62
2025 Q3	$264K	Hold	6,689	–	–	0.35%	61
2025 Q2	$247K	Sell	6,689 -100	-1%	-$3.41K	0.45%	54
2025 Q1	$227K	Hold	6,789	–	–	0.2%	80
2024 Q4	$237K	Hold	6,789	–	–	0.19%	98
2024 Q3	$233K	Hold	6,789	–	–	0.17%	100
2024 Q2	$219K	Buy	+6,789	New	+$212K	0.17%	86

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

Indie Asset Partners's CGUS Position: Q2 2026 in Review

Indie Asset Partners held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 6,689 shares worth $298K. The position accounts for 0.28% of the portfolio, ranked #60.

Indie Asset Partners first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Indie Asset Partners held 6,689 shares of Capital Group Core Equity ETF worth $298K as of Q2 2026.
Indie Asset Partners left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
Capital Group Core Equity ETF made up 0.28% of Indie Asset Partners's portfolio in Q2 2026, its #60 holding.
Indie Asset Partners first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.