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

LPL 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	$1.44B	Buy	32,330,461 +4,276,702	+15%	+$183M	0.32%	57
2026 Q1	$1.08B	Buy	28,053,759 +4,319,582	+18%	+$174M	0.29%	67
2025 Q4	$955M	Buy	23,734,177 +3,824,999	+19%	+$153M	0.26%	75
2025 Q3	$787M	Buy	19,909,178 +3,722,295	+23%	+$143M	0.23%	93
2025 Q2	$598M	Buy	16,186,883 +1,349,921	+9%	+$46M	0.2%	106
2025 Q1	$496M	Buy	14,836,962 +5,611,806	+61%	+$197M	0.19%	114
2024 Q4	$323M	Buy	9,225,156 +2,556,396	+38%	+$89.6M	0.13%	142
2024 Q3	$229M	Buy	6,668,760 +1,755,050	+36%	+$58M	0.1%	179
2024 Q2	$158M	Buy	4,913,710 +883,726	+22%	+$27.6M	0.08%	225
2024 Q1	$126M	Buy	4,029,984 +1,102,779	+38%	+$32.7M	0.07%	255
2023 Q4	$82.8M	Buy	2,927,205 +490,875	+20%	+$12.9M	0.05%	340
2023 Q3	$61.2M	Buy	2,436,330 +444,540	+22%	+$11.5M	0.04%	397
2023 Q2	$51.1M	Buy	1,991,790 +265,700	+15%	+$6.49M	0.04%	432
2023 Q1	$40.9M	Buy	1,726,090 +396,627	+30%	+$9.25M	0.03%	471
2022 Q4	$29.9M	Buy	1,329,463 +668,060	+101%	+$14.8M	0.03%	539
2022 Q3	$13.5M	Buy	661,403 +418,138	+172%	+$9.39M	0.01%	810
2022 Q2	$5.28M	Buy	+243,265	New	+$5.7M	0.01%	1353

Other funds holding CGUS

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial's CGUS Position: Q2 2026 in Review

LPL Financial increased its Capital Group Core Equity ETF (CGUS) stake by 15% in Q2 2026, buying an estimated $183M and bringing the position to 32,330,461 shares worth $1.44B. The position accounts for 0.32% of the portfolio, ranked #57.

LPL Financial first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

LPL Financial held 32,330,461 shares of Capital Group Core Equity ETF worth $1.44B as of Q2 2026.
LPL Financial bought 4,276,702 Capital Group Core Equity ETF shares in Q2 2026, an estimated $183M.
Capital Group Core Equity ETF made up 0.32% of LPL Financial's portfolio in Q2 2026, its #57 holding.
LPL Financial first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.