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

Latitude 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	$3.34M	Buy	75,047 +5,752	+8%	+$246K	1.33%	15
2026 Q1	$2.66M	Buy	69,295 +8,064	+13%	+$325K	1.22%	13
2025 Q4	$2.46M	Buy	61,231 +5,859	+11%	+$234K	1.08%	18
2025 Q3	$2.19M	Buy	55,372 +6,703	+14%	+$257K	1%	20
2025 Q2	$1.8M	Buy	48,669 +1,365	+3%	+$46.5K	0.9%	23
2025 Q1	$1.58M	Buy	47,304 +13,230	+39%	+$465K	0.92%	20
2024 Q4	$1.19M	Buy	34,074 +3,455	+11%	+$121K	0.67%	34
2024 Q3	$1.05M	Buy	30,619 +444	+1%	+$14.7K	0.59%	41
2024 Q2	$973K	Buy	30,175 +8,218	+37%	+$257K	0.59%	36
2024 Q1	$684K	Buy	21,957 +5,883	+37%	+$174K	0.43%	50
2023 Q4	$455K	Buy	16,074 +2,044	+15%	+$53.8K	0.32%	76
2023 Q3	$352K	Buy	14,030 +4,000	+40%	+$104K	0.25%	99
2023 Q2	$258K	Hold	10,030	–	–	0.18%	128
2023 Q1	$238K	Buy	+10,030	New	+$234K	0.17%	136

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

Latitude Advisors's CGUS Position: Q2 2026 in Review

Latitude Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 8.3% in Q2 2026, buying an estimated $246K and bringing the position to 75,047 shares worth $3.34M. The position accounts for 1.33% of the portfolio, ranked #15.

Latitude Advisors first reported a position in CGUS in Q1 2023 and has held it in 14 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Latitude Advisors held 75,047 shares of Capital Group Core Equity ETF worth $3.34M as of Q2 2026.
Latitude Advisors bought 5,752 Capital Group Core Equity ETF shares in Q2 2026, an estimated $246K.
Capital Group Core Equity ETF made up 1.33% of Latitude Advisors's portfolio in Q2 2026, its #15 holding.
Latitude Advisors first reported a position in Capital Group Core Equity ETF in Q1 2023 and has held it in 14 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.