Keystone Financial Group (Kentucky)’s Capital Group Core Equity ETF CGUS Stock Holding History

Keystone Financial Group (Kentucky)’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	$5.42M	Buy	121,789 +43,744	+56%	+$1.87M	0.32%	58
2026 Q1	$3M	Buy	78,045 +16,684	+27%	+$672K	0.21%	88
2025 Q4	$2.47M	Buy	61,361 +5,666	+10%	+$226K	0.18%	92
2025 Q3	$2.2M	Buy	55,695 +2,917	+6%	+$112K	0.17%	95
2025 Q2	$1.95M	Buy	52,778 +7,535	+17%	+$257K	0.18%	99
2025 Q1	$1.51M	Buy	45,243 +11,120	+33%	+$391K	0.15%	103
2024 Q4	$1.19M	Buy	+34,123	New	+$1.2M	0.12%	121

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

Keystone Financial Group (Kentucky)'s CGUS Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Capital Group Core Equity ETF (CGUS) stake by 56% in Q2 2026, buying an estimated $1.87M and bringing the position to 121,789 shares worth $5.42M. The position accounts for 0.32% of the portfolio, ranked #58.

Keystone Financial Group (Kentucky) first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Keystone Financial Group (Kentucky) held 121,789 shares of Capital Group Core Equity ETF worth $5.42M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 43,744 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.87M.
Capital Group Core Equity ETF made up 0.32% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #58 holding.
Keystone Financial Group (Kentucky) first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.