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

January Capital 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 Q1	$224K	Buy	+5,835	New	+$235K	0.3%	51

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

January Capital Advisors's CGUS Position: Q1 2026 in Review

January Capital Advisors opened a new position in Capital Group Core Equity ETF (CGUS) in Q1 2026: 5,835 shares worth $224K. The stake represents 0.3% of the portfolio and ranks #51 among its holdings.

410 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

January Capital Advisors held 5,835 shares of Capital Group Core Equity ETF worth $224K as of Q1 2026.
Capital Group Core Equity ETF was a new January Capital Advisors position in Q1 2026.
Capital Group Core Equity ETF made up 0.3% of January Capital Advisors's portfolio in Q1 2026, its #51 holding.
410 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on January Capital Advisors's 13F filing for Q1 2026, filed 20 May 2026.