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

Mayflower Financial 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	$2.1M	Buy	47,159 +45	+0.1%	+$1.93K	0.18%	112
2026 Q1	$1.81M	Buy	47,114 +4,228	+10%	+$170K	0.22%	105
2025 Q4	$1.73M	Sell	42,886 -1,096	-2%	-$43.8K	0.21%	105
2025 Q3	$1.74M	Buy	43,982 +823	+2%	+$31.6K	0.22%	107
2025 Q2	$1.59M	Sell	43,159 -1,693	-4%	-$57.7K	0.22%	107
2025 Q1	$1.5M	Buy	44,852 +3,397	+8%	+$119K	0.23%	104
2024 Q4	$1.45M	Buy	41,455 +6,143	+17%	+$215K	0.22%	108
2024 Q3	$1.21M	Buy	35,312 +2,804	+9%	+$92.6K	0.18%	118
2024 Q2	$1.05M	Buy	32,508 +4,439	+16%	+$139K	0.17%	127
2024 Q1	$875K	Buy	28,069 +20,722	+282%	+$614K	0.15%	144
2023 Q4	$208K	Buy	+7,347	New	+$194K	0.03%	319

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

Mayflower Financial Advisors's CGUS Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 0.1% in Q2 2026, buying an estimated $1.93K and bringing the position to 47,159 shares worth $2.1M. The position accounts for 0.18% of the portfolio, ranked #112.

Mayflower Financial Advisors first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Mayflower Financial Advisors held 47,159 shares of Capital Group Core Equity ETF worth $2.1M as of Q2 2026.
Mayflower Financial Advisors bought 45 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.93K.
Capital Group Core Equity ETF made up 0.18% of Mayflower Financial Advisors's portfolio in Q2 2026, its #112 holding.
Mayflower Financial Advisors first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.