Kingswood Wealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Kingswood Wealth Advisors’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	$12.4M	Sell	279,381 -7,768	-3%	-$332K	0.5%	34
2026 Q1	$11M	Buy	287,149 +4,068	+1%	+$164K	0.52%	35
2025 Q4	$11.4M	Buy	283,081 +220,068	+349%	+$8.79M	0.55%	31
2025 Q3	$2.49M	Buy	63,013 +442	+0.7%	+$17K	0.15%	151
2025 Q2	$2.31M	Sell	62,571 -1,344	-2%	-$45.8K	0.18%	121
2025 Q1	$2.13M	Buy	63,915 +449	+0.7%	+$15.8K	0.2%	120
2024 Q4	$2.22M	Buy	63,466 +376	+0.6%	+$13.2K	0.17%	134
2024 Q3	$2.16M	Buy	63,090 +54,722	+654%	+$1.81M	0.15%	151
2024 Q2	$270K	Buy	+8,368	New	+$261K	0.02%	553

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

Kingswood Wealth Advisors's CGUS Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 2.7% in Q2 2026, selling an estimated $332K and leaving 279,381 shares worth $12.4M. The position accounts for 0.5% of the portfolio, ranked #34.

Kingswood Wealth Advisors first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Kingswood Wealth Advisors held 279,381 shares of Capital Group Core Equity ETF worth $12.4M as of Q2 2026.
Kingswood Wealth Advisors sold 7,768 Capital Group Core Equity ETF shares in Q2 2026, an estimated $332K.
Capital Group Core Equity ETF made up 0.5% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Kingswood Wealth Advisors first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.