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J. Derek Lewis & Associates’s Capital Group Core Equity ETF CGUS Stock Holding History

J. Derek Lewis & Associates’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 		$18.5M Buy
415,308
+82,306
+25% +$3.52M 3.49% 9
2026
Q1 		$12.8M Buy
333,002
+60,823
+22% +$2.45M 2.88% 12
2025
Q4 		$10.9M Buy
+272,179
New +$10.9M 2.56% 12

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

J. Derek Lewis & Associates's CGUS Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Capital Group Core Equity ETF (CGUS) stake by 25% in Q2 2026, buying an estimated $3.52M and bringing the position to 415,308 shares worth $18.5M. The position accounts for 3.49% of the portfolio, ranked #9.

J. Derek Lewis & Associates first reported a position in CGUS in Q4 2025 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • J. Derek Lewis & Associates held 415,308 shares of Capital Group Core Equity ETF worth $18.5M as of Q2 2026.
  • J. Derek Lewis & Associates bought 82,306 Capital Group Core Equity ETF shares in Q2 2026, an estimated $3.52M.
  • Capital Group Core Equity ETF made up 3.49% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #9 holding.
  • J. Derek Lewis & Associates first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.