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

Kestra Private Wealth Services’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	$4.15M	Buy	93,214 +10,605	+13%	+$454K	0.05%	389
2026 Q1	$3.17M	Buy	82,609 +41,833	+103%	+$1.68M	0.04%	429
2025 Q4	$1.64M	Buy	40,776 +6,744	+20%	+$269K	0.02%	611
2025 Q3	$1.35M	Buy	34,032 +2,493	+8%	+$95.7K	0.02%	658
2025 Q2	$1.16M	Buy	31,539 +4,128	+15%	+$141K	0.02%	685
2025 Q1	$916K	Buy	27,411 +725	+3%	+$25.5K	0.02%	708
2024 Q4	$933K	Buy	26,686 +7,975	+43%	+$280K	0.02%	675
2024 Q3	$641K	Buy	18,711 +6,138	+49%	+$203K	0.01%	774
2024 Q2	$405K	Buy	12,573 +4,898	+64%	+$153K	0.01%	920
2024 Q1	$239K	Buy	+7,675	New	+$227K	0.01%	1107

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

Kestra Private Wealth Services's CGUS Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Capital Group Core Equity ETF (CGUS) stake by 13% in Q2 2026, buying an estimated $454K and bringing the position to 93,214 shares worth $4.15M. The position accounts for 0.05% of the portfolio, ranked #389.

Kestra Private Wealth Services 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.

Kestra Private Wealth Services held 93,214 shares of Capital Group Core Equity ETF worth $4.15M as of Q2 2026.
Kestra Private Wealth Services bought 10,605 Capital Group Core Equity ETF shares in Q2 2026, an estimated $454K.
Capital Group Core Equity ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q2 2026, its #389 holding.
Kestra Private Wealth Services 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 Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.