Koshinski Asset Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Koshinski Asset Management’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 Q1	$3.73M	Buy	97,067 +10,064	+12%	+$405K	0.23%	94
2025 Q4	$3.5M	Buy	87,003 +16,481	+23%	+$658K	0.23%	97
2025 Q3	$2.79M	Buy	70,522 +19,196	+37%	+$737K	0.19%	117
2025 Q2	$1.9M	Buy	51,326 +5,725	+13%	+$195K	0.14%	144
2025 Q1	$1.52M	Buy	45,601 +5,532	+14%	+$194K	0.13%	166
2024 Q4	$1.4B	Sell	40,069 -716	-2%	-$25.1K	0.12%	168
2024 Q3	$1.4M	Buy	40,785 +2,455	+6%	+$81.1K	0.12%	170
2024 Q2	$1.26M	Buy	38,330 +10,226	+36%	+$319K	0.12%	169
2024 Q1	$876K	Buy	+28,104	New	+$833K	0.09%	227
2023 Q4	–	Sell	-19,283	Closed	-$484K	–	518
2023 Q3	$484K	Buy	19,283 +78	+0.4%	+$2.02K	0.06%	329
2023 Q2	$493K	Buy	19,205 +1,736	+10%	+$42.4K	0.05%	343
2023 Q1	$414K	Buy	17,469 +1,160	+7%	+$27.1K	0.04%	364
2022 Q4	$366K	Buy	+16,309	New	+$362K	0.04%	419
2022 Q2	–	Sell	-547	Closed	-$14.1K	–	797
2022 Q1	$14.1K	Buy	+547	New	+$13.7K	﹤0.01%	1512

Other funds holding CGUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Koshinski Asset Management's CGUS Position: Q1 2026 in Review

Koshinski Asset Management increased its Capital Group Core Equity ETF (CGUS) stake by 12% in Q1 2026, buying an estimated $405K and bringing the position to 97,067 shares worth $3.73M. The position accounts for 0.23% of the portfolio, ranked #94.

Koshinski Asset Management first reported a position in CGUS in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.4B in Q4 2024. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

Koshinski Asset Management held 97,067 shares of Capital Group Core Equity ETF worth $3.73M as of Q1 2026.
Koshinski Asset Management bought 10,064 Capital Group Core Equity ETF shares in Q1 2026, an estimated $405K.
Capital Group Core Equity ETF made up 0.23% of Koshinski Asset Management's portfolio in Q1 2026, its #94 holding.
Koshinski Asset Management first reported a position in Capital Group Core Equity ETF in Q1 2022 and has held it in 14 quarters since.
Koshinski Asset Management's Capital Group Core Equity ETF position peaked at $1.4B in Q4 2024.
409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.