MFG
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Merit Financial Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Merit Financial Group’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 		$101M Sell
2,268,466
-38,701
-2% -$1.66M 0.62% 34
2026
Q1 		$88.6M Buy
2,307,167
+113,782
+5% +$4.58M 0.66% 31
2025
Q4 		$88.2M Buy
2,193,385
+85,724
+4% +$3.42M 0.71% 30
2025
Q3 		$83.3M Buy
2,107,661
+1,985,435
+1,624% +$76.2M 0.77% 28
2025
Q2 		$4.51M Buy
122,226
+17,645
+17% +$601K 0.05% 302
2025
Q1 		$3.49M Buy
104,581
+27,091
+35% +$952K 0.05% 283
2024
Q4 		$2.71M Buy
77,490
+7,590
+11% +$266K 0.05% 299
2024
Q3 		$2.4M Buy
69,900
+441
+0.6% +$14.6K 0.05% 251
2024
Q2 		$2.24M Sell
69,459
-38,839
-36% -$1.21M 0.05% 253
2024
Q1 		$3.3M Sell
108,298
-574
-0.5% -$17K 0.08% 196
2023
Q4 		$3.08M Buy
108,872
+13,851
+15% +$365K 0.09% 143
2023
Q3 		$2.39M Sell
95,021
-48,096
-34% -$1.25M 0.08% 192
2023
Q2 		$3.68M Buy
+143,117
New +$3.5M 0.12% 132

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

Merit Financial Group's CGUS Position: Q2 2026 in Review

Merit Financial Group reduced its Capital Group Core Equity ETF (CGUS) stake by 1.7% in Q2 2026, selling an estimated $1.66M and leaving 2,268,466 shares worth $101M. The position accounts for 0.62% of the portfolio, ranked #34.

Merit Financial Group first reported a position in CGUS in Q2 2023 and has held it in 13 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Merit Financial Group held 2,268,466 shares of Capital Group Core Equity ETF worth $101M as of Q2 2026.
  • Merit Financial Group sold 38,701 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.66M.
  • Capital Group Core Equity ETF made up 0.62% of Merit Financial Group's portfolio in Q2 2026, its #34 holding.
  • Merit Financial Group first reported a position in Capital Group Core Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.