J.W. Cole Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

J.W. Cole 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	$3.77M	Sell	84,771 -1,799	-2%	-$77K	0.06%	310
2026 Q1	$3.33M	Buy	86,570 +5,745	+7%	+$231K	0.11%	164
2025 Q4	$3.13M	Buy	80,825 +14,363	+22%	+$574K	0.08%	259
2025 Q3	$2.63M	Buy	66,462 +18,278	+38%	+$702K	0.05%	359
2025 Q2	$1.78M	Buy	48,184 +8,380	+21%	+$285K	0.04%	458
2025 Q1	$1.33M	Buy	39,804 +32,092	+416%	+$1.13M	0.04%	441
2024 Q4	$270K	Buy	7,712 +5	+0.1%	+$175	0.01%	818
2024 Q3	$264K	Buy	7,707 +2	+0%	+$66	0.01%	818
2024 Q2	$248K	Buy	+7,705	New	+$241K	0.01%	770

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

J.W. Cole Advisors's CGUS Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 2.1% in Q2 2026, selling an estimated $77K and leaving 84,771 shares worth $3.77M. The position accounts for 0.06% of the portfolio, ranked #310.

J.W. Cole Advisors first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

J.W. Cole Advisors held 84,771 shares of Capital Group Core Equity ETF worth $3.77M as of Q2 2026.
J.W. Cole Advisors sold 1,799 Capital Group Core Equity ETF shares in Q2 2026, an estimated $77K.
Capital Group Core Equity ETF made up 0.06% of J.W. Cole Advisors's portfolio in Q2 2026, its #310 holding.
J.W. Cole Advisors first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.