Kestra Advisory Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$71.2M Buy
1,601,400
+571,469
+55% +$24.5M 0.23% 78
2026
Q1
$39.6M Buy
1,029,931
+117,740
+13% +$4.74M 0.15% 134
2025
Q4
$36.7M Sell
912,191
-165,377
-15% -$6.6M 0.15% 124
2025
Q3
$42.6M Sell
1,077,568
-96,976
-8% -$3.72M 0.19% 96
2025
Q2
$43.4M Buy
1,174,544
+79,710
+7% +$2.72M 0.21% 84
2025
Q1
$36.6M Buy
1,094,834
+130,958
+14% +$4.6M 0.18% 87
2024
Q4
$33.7M Sell
963,876
-96,245
-9% -$3.37M 0.18% 106
2024
Q3
$36.3M Buy
1,060,121
+233,752
+28% +$7.72M 0.2% 99
2024
Q2
$26.7M Buy
826,369
+428,309
+108% +$13.4M 0.15% 142
2024
Q1
$12.4M Buy
398,060
+64,104
+19% +$1.9M 0.08% 257
2023
Q4
$9.45M Buy
333,956
+95,362
+40% +$2.51M 0.08% 286
2023
Q3
$5.99M Buy
238,594
+15,221
+7% +$395K 0.06% 341
2023
Q2
$5.74M Buy
223,373
+13,485
+6% +$329K 0.06% 334
2023
Q1
$4.97M Buy
209,888
+26,255
+14% +$612K 0.05% 357
2022
Q4
$4.12M Buy
183,633
+111,894
+156% +$2.49M 0.04% 502
2022
Q3
$1.46M Buy
71,739
+46,294
+182% +$1.04M 0.02% 801
2022
Q2
$552K Buy
+25,445
New +$597K 0.01% 1276

Other funds holding CGUS

Kestra Advisory Services's CGUS Position: Q2 2026 in Review

Kestra Advisory Services increased its Capital Group Core Equity ETF (CGUS) stake by 55% in Q2 2026, buying an estimated $24.5M and bringing the position to 1,601,400 shares worth $71.2M. The position accounts for 0.23% of the portfolio, ranked #78.

Kestra Advisory Services first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Kestra Advisory Services held 1,601,400 shares of Capital Group Core Equity ETF worth $71.2M as of Q2 2026.
  • Kestra Advisory Services bought 571,469 Capital Group Core Equity ETF shares in Q2 2026, an estimated $24.5M.
  • Capital Group Core Equity ETF made up 0.23% of Kestra Advisory Services's portfolio in Q2 2026, its #78 holding.
  • Kestra Advisory Services first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.