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Integrated Wealth Concepts’s Capital Group Core Equity ETF CGUS Stock Holding History

Integrated Wealth Concepts’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 		$12.9M Buy
288,986
+110,363
+62% +$4.72M 0.06% 281
2026
Q1 		$6.86M Buy
178,623
+17,234
+11% +$694K 0.05% 328
2025
Q4 		$6.49M Buy
161,389
+12,999
+9% +$519K 0.08% 238
2025
Q3 		$5.87M Buy
148,390
+5,938
+4% +$228K 0.05% 335
2025
Q2 		$5.26M Buy
142,452
+31,212
+28% +$1.06M 0.05% 323
2025
Q1 		$3.72M Buy
111,240
+53,619
+93% +$1.88M 0.04% 385
2024
Q4 		$2.02M Buy
57,621
+39,734
+222% +$1.39M 0.02% 546
2024
Q3 		$613K Buy
17,887
+3,949
+28% +$130K 0.01% 998
2024
Q2 		$450K Buy
13,938
+2,944
+27% +$91.9K 0.01% 1096
2024
Q1 		$343K Buy
10,994
+194
+2% +$5.75K 0.01% 1246
2023
Q4 		$306K Buy
+10,800
New +$284K 0.01% 1258

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

Integrated Wealth Concepts's CGUS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Capital Group Core Equity ETF (CGUS) stake by 62% in Q2 2026, buying an estimated $4.72M and bringing the position to 288,986 shares worth $12.9M. The position accounts for 0.06% of the portfolio, ranked #281.

Integrated Wealth Concepts 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.

  • Integrated Wealth Concepts held 288,986 shares of Capital Group Core Equity ETF worth $12.9M as of Q2 2026.
  • Integrated Wealth Concepts bought 110,363 Capital Group Core Equity ETF shares in Q2 2026, an estimated $4.72M.
  • Capital Group Core Equity ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q2 2026, its #281 holding.
  • Integrated Wealth Concepts 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.