Janney Montgomery Scott’s Capital Group Core Equity ETF CGUS Stock Holding History

Janney Montgomery Scott’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	$47.7M	Buy	1,072,556 +59,958	+6%	+$2.57M	0.09%	217
2026 Q1	$38.9M	Buy	1,012,598 +252,275	+33%	+$10.2M	0.1%	208
2025 Q4	$30.6M	Buy	760,323 +141,621	+23%	+$5.66M	0.07%	266
2025 Q3	$24.5M	Buy	618,702 +70,007	+13%	+$2.69M	0.06%	314
2025 Q2	$20.3M	Buy	548,695 +104,883	+24%	+$3.57M	0.05%	336
2025 Q1	$14.8M	Buy	443,812 +61,427	+16%	+$2.16M	0.04%	410
2024 Q4	$13.4M	Buy	382,385 +29,737	+8%	+$1.04M	0.04%	451
2024 Q3	$12.1M	Buy	+352,648	New	+$11.6M	0.03%	475
2024 Q2	–	Sell	-312,680	Closed	-$9.74M	–	2635
2024 Q1	$9.74M	Buy	312,680 +60,066	+24%	+$1.78M	0.03%	537
2023 Q4	$7.15M	Buy	252,614 +36,779	+17%	+$969K	0.02%	609
2023 Q3	$5.42M	Buy	215,835 +150,247	+229%	+$3.89M	0.02%	636
2023 Q2	$1.68M	Buy	65,588 +951	+1%	+$23.2K	0.01%	1159
2023 Q1	$1.53M	Buy	64,637 +2,619	+4%	+$61.1K	0.01%	1101
2022 Q4	$1.39M	Buy	+62,018	New	+$1.38M	0.01%	1196
2022 Q3	–	Sell	-483,475	Closed	-$10.6M	–	2508
2022 Q2	$10.6M	Buy	+483,475	New	+$11.3M	0.05%	347

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

Janney Montgomery Scott's CGUS Position: Q2 2026 in Review

Janney Montgomery Scott increased its Capital Group Core Equity ETF (CGUS) stake by 5.9% in Q2 2026, buying an estimated $2.57M and bringing the position to 1,072,556 shares worth $47.7M. The position accounts for 0.09% of the portfolio, ranked #217.

Janney Montgomery Scott first reported a position in CGUS in Q2 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Janney Montgomery Scott held 1,072,556 shares of Capital Group Core Equity ETF worth $47.7M as of Q2 2026.
Janney Montgomery Scott bought 59,958 Capital Group Core Equity ETF shares in Q2 2026, an estimated $2.57M.
Capital Group Core Equity ETF made up 0.09% of Janney Montgomery Scott's portfolio in Q2 2026, its #217 holding.
Janney Montgomery Scott first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 15 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.