McIlrath & Eck’s Capital Group Core Equity ETF CGUS Stock Holding History

McIlrath & Eck’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	$34.6K	Hold	900	–	–	﹤0.01%	656
2025 Q4	$36.2K	Hold	900	–	–	﹤0.01%	406
2025 Q3	$35.6K	Hold	900	–	–	﹤0.01%	391
2025 Q2	$33.2K	Hold	900	–	–	﹤0.01%	393
2025 Q1	$30.1K	Hold	900	–	–	﹤0.01%	402
2024 Q4	$31.5K	Hold	900	–	–	﹤0.01%	401
2024 Q3	$30.9K	Hold	900	–	–	﹤0.01%	396
2024 Q2	$29K	Buy	+900	New	+$28.1K	﹤0.01%	365

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

McIlrath & Eck's CGUS Position: Q1 2026 in Review

McIlrath & Eck held its Capital Group Core Equity ETF (CGUS) position steady in Q1 2026 at 900 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

McIlrath & Eck first reported a position in CGUS in Q2 2024 and has held it in 8 quarters since. The position peaked at $36.2K in Q4 2025. 410 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

McIlrath & Eck held 900 shares of Capital Group Core Equity ETF worth $34.6K as of Q1 2026.
McIlrath & Eck left its Capital Group Core Equity ETF share count unchanged in Q1 2026.
Capital Group Core Equity ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #656 holding.
McIlrath & Eck first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 8 quarters since.
McIlrath & Eck's Capital Group Core Equity ETF position peaked at $36.2K in Q4 2025.
410 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.