M Holdings Securities’s Capital Group Core Equity ETF CGUS Stock Holding History

M Holdings Securities’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	$1.18M	Sell	26,869 -64	-0.2%	-$2.74K	0.16%	85
2026 Q1	$1.04M	Buy	26,933 +1,147	+4%	+$46.2K	0.07%	198
2025 Q4	$1.04M	Buy	25,786 +1,516	+6%	+$60.5K	0.07%	183
2025 Q3	$960K	Sell	24,270 -22	-0.1%	-$845	0.2%	59
2025 Q2	$895K	Buy	+24,292	New	+$827K	0.15%	95

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

M Holdings Securities's CGUS Position: Q2 2026 in Review

M Holdings Securities reduced its Capital Group Core Equity ETF (CGUS) stake by 0.24% in Q2 2026, selling an estimated $2.74K and leaving 26,869 shares worth $1.18M. The position accounts for 0.16% of the portfolio, ranked #85.

M Holdings Securities first reported a position in CGUS in Q2 2025 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

M Holdings Securities held 26,869 shares of Capital Group Core Equity ETF worth $1.18M as of Q2 2026.
M Holdings Securities sold 64 Capital Group Core Equity ETF shares in Q2 2026, an estimated $2.74K.
Capital Group Core Equity ETF made up 0.16% of M Holdings Securities's portfolio in Q2 2026, its #85 holding.
M Holdings Securities first reported a position in Capital Group Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.