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 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 $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Investmark Advisory Group's CGUS Position: Q1 2026 in Review

Investmark Advisory Group held its Capital Group Core Equity ETF (CGUS) position steady in Q1 2026 at 7,731 shares worth $297K. The position accounts for 0.13% of the portfolio, ranked #108.

Investmark Advisory Group first reported a position in CGUS in Q2 2023 and has held it in 12 quarters since. The position peaked at $361K in Q2 2025. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

Investmark Advisory Group held 7,731 shares of Capital Group Core Equity ETF worth $297K as of Q1 2026.
Investmark Advisory Group left its Capital Group Core Equity ETF share count unchanged in Q1 2026.
Capital Group Core Equity ETF made up 0.13% of Investmark Advisory Group's portfolio in Q1 2026, its #108 holding.
Investmark Advisory Group first reported a position in Capital Group Core Equity ETF in Q2 2023 and has held it in 12 quarters since.
Investmark Advisory Group's Capital Group Core Equity ETF position peaked at $361K in Q2 2025.
409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.