Marshall & Sterling Wealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Marshall & Sterling Wealth 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	$668	Buy	15 +5	+50%	+$214	﹤0.01%	314
2026 Q1	$384	Buy	+10	New	+$403	﹤0.01%	324
2025 Q4	–	Sell	-3,061	Closed	-$121K	–	394
2025 Q3	$121K	Buy	3,061 +962	+46%	+$36.9K	0.08%	107
2025 Q2	$77.5K	Buy	2,099 +342	+19%	+$11.7K	0.05%	122
2025 Q1	$58.7K	Buy	+1,757	New	+$61.7K	0.04%	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

Marshall & Sterling Wealth Advisors's CGUS Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 50% in Q2 2026, buying an estimated $214 and bringing the position to 15 shares worth $668. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Marshall & Sterling Wealth Advisors first reported a position in CGUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $121K in Q3 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Marshall & Sterling Wealth Advisors held 15 shares of Capital Group Core Equity ETF worth $668 as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 5 Capital Group Core Equity ETF shares in Q2 2026, an estimated $214.
Capital Group Core Equity ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #314 holding.
Marshall & Sterling Wealth Advisors first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 5 quarters since.
Marshall & Sterling Wealth Advisors's Capital Group Core Equity ETF position peaked at $121K in Q3 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.