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MassMutual Private Wealth & Trust’s Capital Group Core Equity ETF CGUS Stock Holding History

MassMutual Private Wealth & Trust’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 		$17K Sell
383
-105
-22% -$4.49K ﹤0.01% 1173
2026
Q1 		$18.7K Buy
+488
New +$19.6K ﹤0.01% 1110
2025
Q3 		– Sell
-2
Closed -$74 – 2383
2025
Q2 		$74 Hold
2
– – ﹤0.01% 2334
2025
Q1 		$67 Buy
+2
New +$70 ﹤0.01% 2346

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MassMutual Private Wealth & Trust's CGUS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Capital Group Core Equity ETF (CGUS) stake by 22% in Q2 2026, selling an estimated $4.49K and leaving 383 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

MassMutual Private Wealth & Trust first reported a position in CGUS in Q1 2025 and has held it in 4 quarters since. The position peaked at $18.7K in Q1 2026. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • MassMutual Private Wealth & Trust held 383 shares of Capital Group Core Equity ETF worth $17K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 105 Capital Group Core Equity ETF shares in Q2 2026, an estimated $4.49K.
  • Capital Group Core Equity ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1173 holding.
  • MassMutual Private Wealth & Trust first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • MassMutual Private Wealth & Trust's Capital Group Core Equity ETF position peaked at $18.7K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.