Jones Financial Companies’s Capital Group Core Equity ETF CGUS Stock Holding History

Jones Financial Companies’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	$556M	Buy	12,776,470 +4,975,144	+64%	+$213M	0.22%	48
2026 Q1	$292M	Buy	7,801,326 +1,652,180	+27%	+$66.5M	0.14%	70
2025 Q4	$247M	Buy	6,149,146 +1,349,305	+28%	+$53.9M	0.15%	53
2025 Q3	$189M	Buy	4,799,841 +954,616	+25%	+$36.7M	0.13%	61
2025 Q2	$142M	Buy	3,845,225 +1,211,733	+46%	+$41.3M	0.11%	69
2025 Q1	$87.7M	Buy	2,633,492 +882,735	+50%	+$31M	0.08%	75
2024 Q4	$61.2M	Buy	1,750,757 +681,120	+64%	+$23.9M	0.06%	78
2024 Q3	$36.7M	Buy	1,069,637 +481,388	+82%	+$15.9M	0.04%	92
2024 Q2	$19M	Buy	588,249 +342,375	+139%	+$10.7M	0.02%	103
2024 Q1	$7.66M	Buy	245,874 +141,215	+135%	+$4.19M	0.01%	132
2023 Q4	$2.96M	Buy	104,659 +79,896	+323%	+$2.1M	﹤0.01%	152
2023 Q3	$622K	Buy	+24,763	New	+$642K	﹤0.01%	206

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

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

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

Jones Financial Companies's CGUS Position: Q2 2026 in Review

Jones Financial Companies increased its Capital Group Core Equity ETF (CGUS) stake by 64% in Q2 2026, buying an estimated $213M and bringing the position to 12,776,470 shares worth $556M. The position accounts for 0.22% of the portfolio, ranked #48.

Jones Financial Companies first reported a position in CGUS in Q3 2023 and has held it in 12 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Jones Financial Companies held 12,776,470 shares of Capital Group Core Equity ETF worth $556M as of Q2 2026.
Jones Financial Companies bought 4,975,144 Capital Group Core Equity ETF shares in Q2 2026, an estimated $213M.
Capital Group Core Equity ETF made up 0.22% of Jones Financial Companies's portfolio in Q2 2026, its #48 holding.
Jones Financial Companies first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 12 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.