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

Investment Advisory Services’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	$3.33M	Buy	74,823 +5,463	+8%	+$234K	0.96%	29
2026 Q1	$2.66M	Buy	69,360 +4,159	+6%	+$167K	0.85%	33
2025 Q4	$2.62M	Buy	65,201 +2,440	+4%	+$97.4K	0.82%	30
2025 Q3	$2.48M	Buy	62,761 +4,911	+8%	+$189K	0.78%	31
2025 Q2	$2.14M	Buy	57,850 +7,273	+14%	+$248K	0.71%	34
2025 Q1	$1.69M	Buy	50,577 +6,365	+14%	+$224K	0.61%	40
2024 Q4	$1.55M	Buy	44,212 +6,797	+18%	+$238K	0.55%	41
2024 Q3	$1.28M	Buy	37,415 +2,697	+8%	+$89.1K	0.45%	47
2024 Q2	$1.12M	Buy	34,718 +8,958	+35%	+$280K	0.41%	51
2024 Q1	$803K	Buy	25,760 +1,770	+7%	+$52.5K	0.29%	64
2023 Q4	$679K	Buy	23,990 +9,514	+66%	+$251K	0.27%	63
2023 Q3	$364K	Buy	+14,476	New	+$375K	0.16%	87

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

Investment Advisory Services's CGUS Position: Q2 2026 in Review

Investment Advisory Services increased its Capital Group Core Equity ETF (CGUS) stake by 7.9% in Q2 2026, buying an estimated $234K and bringing the position to 74,823 shares worth $3.33M. The position accounts for 0.96% of the portfolio, ranked #29.

Investment Advisory Services first reported a position in CGUS in Q3 2023 and has held it in 12 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Investment Advisory Services held 74,823 shares of Capital Group Core Equity ETF worth $3.33M as of Q2 2026.
Investment Advisory Services bought 5,463 Capital Group Core Equity ETF shares in Q2 2026, an estimated $234K.
Capital Group Core Equity ETF made up 0.96% of Investment Advisory Services's portfolio in Q2 2026, its #29 holding.
Investment Advisory Services first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 12 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.