Kerntke Otto McGlone Wealth Management Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	$1.21M	Buy	27,109 +1,006	+4%	+$43.1K	0.73%	32
2026 Q1	$1M	Buy	26,103 +2,719	+12%	+$109K	0.68%	30
2025 Q4	$941K	Buy	23,384 +1,420	+6%	+$56.7K	0.67%	30
2025 Q3	$868K	Buy	21,964 +2,344	+12%	+$90K	0.66%	31
2025 Q2	$725K	Buy	19,620 +3,469	+21%	+$118K	0.57%	34
2025 Q1	$539K	Buy	16,151 +4,337	+37%	+$152K	0.47%	37
2024 Q4	$413K	Buy	11,814 +3,010	+34%	+$105K	0.31%	46
2024 Q3	$302K	Buy	8,804 +590	+7%	+$19.5K	0.25%	58
2024 Q2	$265K	Buy	8,214 +1,075	+15%	+$33.6K	0.25%	60
2024 Q1	$222K	Buy	+7,139	New	+$212K	0.22%	65

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

Kerntke Otto McGlone Wealth Management Group's CGUS Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Capital Group Core Equity ETF (CGUS) stake by 3.9% in Q2 2026, buying an estimated $43.1K and bringing the position to 27,109 shares worth $1.21M. The position accounts for 0.73% of the portfolio, ranked #32.

Kerntke Otto McGlone Wealth Management Group first reported a position in CGUS in Q1 2024 and has held it in 10 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 27,109 shares of Capital Group Core Equity ETF worth $1.21M as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group bought 1,006 Capital Group Core Equity ETF shares in Q2 2026, an estimated $43.1K.
Capital Group Core Equity ETF made up 0.73% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #32 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.