Investmark Advisory Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Investmark Advisory 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	$344K	Buy	7,733 +2	+0%	+$86	0.13%	106
2026 Q1	$297K	Hold	7,731	–	–	0.13%	108
2025 Q4	$311K	Buy	7,731 +25	+0.3%	+$998	0.13%	104
2025 Q3	$305K	Sell	7,706 -2,076	-21%	-$79.7K	0.13%	105
2025 Q2	$361K	Sell	9,782 -346	-3%	-$11.8K	0.17%	88
2025 Q1	$338K	Hold	10,128	–	–	0.17%	86
2024 Q4	$354K	Buy	10,128 +31	+0.3%	+$1.09K	0.17%	84
2024 Q3	$346K	Buy	10,097 +14	+0.1%	+$462	0.17%	90
2024 Q2	$325K	Buy	10,083 +797	+9%	+$24.9K	0.17%	86
2024 Q1	$289K	Buy	9,286 +1	+0%	+$30	0.16%	95
2023 Q4	$263K	Buy	9,285 +124	+1%	+$3.27K	0.15%	93
2023 Q3	$230K	Sell	9,161 -64	-0.7%	-$1.66K	0.16%	89
2023 Q2	$237K	Buy	+9,225	New	+$225K	0.16%	90

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

Investmark Advisory Group's CGUS Position: Q2 2026 in Review

Investmark Advisory Group increased its Capital Group Core Equity ETF (CGUS) stake by 0.03% in Q2 2026, buying an estimated $86 and bringing the position to 7,733 shares worth $344K. The position accounts for 0.13% of the portfolio, ranked #106.

Investmark Advisory Group first reported a position in CGUS in Q2 2023 and has held it in 13 quarters since. The position peaked at $361K in Q2 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Investmark Advisory Group held 7,733 shares of Capital Group Core Equity ETF worth $344K as of Q2 2026.
Investmark Advisory Group bought 2 Capital Group Core Equity ETF shares in Q2 2026, an estimated $86.
Capital Group Core Equity ETF made up 0.13% of Investmark Advisory Group's portfolio in Q2 2026, its #106 holding.
Investmark Advisory Group first reported a position in Capital Group Core Equity ETF in Q2 2023 and has held it in 13 quarters since.
Investmark Advisory Group's Capital Group Core Equity ETF position peaked at $361K in Q2 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.