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Michael Brady & Co’s Capital Group Core Equity ETF CGUS Stock Holding History

Michael Brady & Co’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 		$11.7M Sell
263,264
-30,745
-10% -$1.32M 10.33% 3
2026
Q1 		$11.3M Buy
294,009
+2,985
+1% +$120K 11.35% 3
2025
Q4 		$11.7M Buy
+291,024
New +$11.6M 11.68% 3

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

Michael Brady & Co's CGUS Position: Q2 2026 in Review

Michael Brady & Co reduced its Capital Group Core Equity ETF (CGUS) stake by 10% in Q2 2026, selling an estimated $1.32M and leaving 263,264 shares worth $11.7M. The position accounts for 10.33% of the portfolio, ranked #3.

Michael Brady & Co first reported a position in CGUS in Q4 2025 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Michael Brady & Co held 263,264 shares of Capital Group Core Equity ETF worth $11.7M as of Q2 2026.
  • Michael Brady & Co sold 30,745 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.32M.
  • Capital Group Core Equity ETF made up 10.33% of Michael Brady & Co's portfolio in Q2 2026, its #3 holding.
  • Michael Brady & Co first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Michael Brady & Co's 13F filing for Q2 2026, filed 14 Aug 2026.