Investment Planning Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Investment Planning Advisors’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	$1.57M	Sell	35,231 -1,395	-4%	-$59.7K	0.36%	30
2026 Q1	$1.41M	Sell	36,626 -318,401	-90%	-$12.8M	0.39%	29
2025 Q4	$14.3M	Buy	355,027 +10,201	+3%	+$407K	4.16%	10
2025 Q3	$13.6M	Sell	344,826 -443,185	-56%	-$17M	4.29%	9
2025 Q2	$29.1M	Buy	788,011 +135,636	+21%	+$4.62M	10.28%	3
2025 Q1	$21.8M	Buy	652,375 +132,736	+26%	+$4.66M	8.85%	4
2024 Q4	$18.2M	Buy	519,639 +273,013	+111%	+$9.57M	7.94%	3
2024 Q3	$7.95M	Hold	246,626	–	–	4.06%	8
2024 Q2	$7.95M	Buy	+246,626	New	+$7.7M	4.06%	8

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 Planning Advisors's CGUS Position: Q2 2026 in Review

Investment Planning Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 3.8% in Q2 2026, selling an estimated $59.7K and leaving 35,231 shares worth $1.57M. The position accounts for 0.36% of the portfolio, ranked #30.

Investment Planning Advisors first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.1M in Q2 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Investment Planning Advisors held 35,231 shares of Capital Group Core Equity ETF worth $1.57M as of Q2 2026.
Investment Planning Advisors sold 1,395 Capital Group Core Equity ETF shares in Q2 2026, an estimated $59.7K.
Capital Group Core Equity ETF made up 0.36% of Investment Planning Advisors's portfolio in Q2 2026, its #30 holding.
Investment Planning Advisors first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's Capital Group Core Equity ETF position peaked at $29.1M in Q2 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.