Key Financial Inc
CGUS icon

Key Financial Inc’s Capital Group Core Equity ETF CGUS Stock Holding History

Key Financial Inc’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
Q3 		– Sell
-90
Closed -$4K – 1329
2026
Q2 		$4K Buy
+90
New +$3.85K ﹤0.01% 1060

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Key Financial Inc's CGUS Position: Q3 2026 in Review

Key Financial Inc sold out of Capital Group Core Equity ETF (CGUS) in Q3 2026, closing a stake of 90 shares — an estimated $4K sold.

Key Financial Inc first reported a position in CGUS in Q2 2026 and held it in 1 quarter. The position peaked at $4K in Q2 2026. 373 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Key Financial Inc reported no remaining Capital Group Core Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Key Financial Inc sold 90 Capital Group Core Equity ETF shares in Q3 2026, an estimated $4K.
  • Key Financial Inc first reported a position in Capital Group Core Equity ETF in Q2 2026 and held it in 1 quarter.
  • Key Financial Inc's Capital Group Core Equity ETF position peaked at $4K in Q2 2026.
  • 373 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.