KPP Advisory Services’s Capital Group Core Equity ETF CGUS Stock Holding History

KPP Advisory Services’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	$2.24M	Buy	50,377 +5,202	+12%	+$223K	0.28%	86
2026 Q1	$1.74M	Buy	45,175 +2,185	+5%	+$88K	0.25%	90
2025 Q4	$1.73M	Buy	42,990 +607	+1%	+$24.2K	0.25%	90
2025 Q3	$1.68M	Buy	42,383 +5,042	+14%	+$194K	0.25%	94
2025 Q2	$1.38M	Buy	37,341 +3,720	+11%	+$127K	0.23%	100
2025 Q1	$1.12M	Sell	33,621 -7,574	-18%	-$266K	0.21%	104
2024 Q4	$1.44M	Sell	41,195 -1,378	-3%	-$48.3K	0.34%	70
2024 Q3	$1.46M	Sell	42,573 -430	-1%	-$14.2K	0.35%	65
2024 Q2	$1.39M	Buy	43,003 +6,349	+17%	+$198K	0.37%	62
2024 Q1	$1.14M	Buy	+36,654	New	+$1.09M	0.31%	71
2023 Q4	–	Sell	-33,629	Closed	-$844K	–	135
2023 Q3	$844K	Buy	+33,629	New	+$872K	0.28%	72

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

KPP Advisory Services's CGUS Position: Q2 2026 in Review

KPP Advisory Services increased its Capital Group Core Equity ETF (CGUS) stake by 12% in Q2 2026, buying an estimated $223K and bringing the position to 50,377 shares worth $2.24M. The position accounts for 0.28% of the portfolio, ranked #86.

KPP Advisory Services first reported a position in CGUS in Q3 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

KPP Advisory Services held 50,377 shares of Capital Group Core Equity ETF worth $2.24M as of Q2 2026.
KPP Advisory Services bought 5,202 Capital Group Core Equity ETF shares in Q2 2026, an estimated $223K.
Capital Group Core Equity ETF made up 0.28% of KPP Advisory Services's portfolio in Q2 2026, its #86 holding.
KPP Advisory Services first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 11 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.