Lantz Financial’s Capital Group Core Equity ETF CGUS Stock Holding History

Lantz Financial’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	$2.62M	Buy	58,966 +4,281	+8%	+$183K	0.48%	55
2026 Q1	$2.1M	Buy	54,685 +4,999	+10%	+$201K	0.43%	64
2025 Q4	$2M	Buy	49,686 +5,239	+12%	+$209K	0.42%	64
2025 Q3	$1.76M	Buy	44,447 +1,265	+3%	+$48.6K	0.39%	72
2025 Q2	$1.59M	Buy	43,182 +3,069	+8%	+$105K	0.4%	78
2025 Q1	$1.34M	Buy	40,113 +2,880	+8%	+$101K	0.37%	81
2024 Q4	$1.3M	Buy	37,233 +2,206	+6%	+$77.3K	0.35%	79
2024 Q3	$1.2M	Buy	35,027 +2,659	+8%	+$87.8K	0.33%	82
2024 Q2	$1.04M	Buy	32,368 +1,271	+4%	+$39.7K	0.32%	86
2024 Q1	$969K	Buy	31,097 +1,542	+5%	+$45.7K	0.31%	83
2023 Q4	$836K	Buy	29,555 +2,535	+9%	+$66.8K	0.3%	87
2023 Q3	$678K	Buy	27,020 +3,934	+17%	+$102K	0.27%	88
2023 Q2	$593K	Buy	23,086 +3,788	+20%	+$92.5K	0.23%	98
2023 Q1	$457K	Buy	19,298 +9,550	+98%	+$223K	0.19%	114
2022 Q4	$219K	Buy	+9,748	New	+$217K	0.1%	168

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

Lantz Financial's CGUS Position: Q2 2026 in Review

Lantz Financial increased its Capital Group Core Equity ETF (CGUS) stake by 7.8% in Q2 2026, buying an estimated $183K and bringing the position to 58,966 shares worth $2.62M. The position accounts for 0.48% of the portfolio, ranked #55.

Lantz Financial first reported a position in CGUS in Q4 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Lantz Financial held 58,966 shares of Capital Group Core Equity ETF worth $2.62M as of Q2 2026.
Lantz Financial bought 4,281 Capital Group Core Equity ETF shares in Q2 2026, an estimated $183K.
Capital Group Core Equity ETF made up 0.48% of Lantz Financial's portfolio in Q2 2026, its #55 holding.
Lantz Financial first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.