KMG Fiduciary Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

KMG Fiduciary Partners’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	$2.09M	Buy	46,994 +166	+0.4%	+$7.1K	0.19%	90
2026 Q1	$1.8M	Buy	46,828 +371	+0.8%	+$14.9K	0.13%	137
2025 Q4	$1.87M	Buy	46,457 +171	+0.4%	+$6.83K	0.13%	136
2025 Q3	$1.83M	Sell	46,286 -2,556	-5%	-$98.1K	0.12%	148
2025 Q2	$1.8M	Sell	48,842 -1,766	-3%	-$60.2K	0.13%	144
2025 Q1	$1.69M	Sell	50,608 -1,598	-3%	-$56.1K	0.14%	147
2024 Q4	$1.83M	Buy	52,206 +1,466	+3%	+$51.4K	0.15%	132
2024 Q3	$1.74M	Buy	+50,740	New	+$1.68M	0.15%	134

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

KMG Fiduciary Partners's CGUS Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Capital Group Core Equity ETF (CGUS) stake by 0.35% in Q2 2026, buying an estimated $7.1K and bringing the position to 46,994 shares worth $2.09M. The position accounts for 0.19% of the portfolio, ranked #90.

KMG Fiduciary Partners first reported a position in CGUS in Q3 2024 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

KMG Fiduciary Partners held 46,994 shares of Capital Group Core Equity ETF worth $2.09M as of Q2 2026.
KMG Fiduciary Partners bought 166 Capital Group Core Equity ETF shares in Q2 2026, an estimated $7.1K.
Capital Group Core Equity ETF made up 0.19% of KMG Fiduciary Partners's portfolio in Q2 2026, its #90 holding.
KMG Fiduciary Partners first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.