LPL Financial
CGUS icon

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
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

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Cetera Investment Advisers
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Capital International Investors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return