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

Mission 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	$273K	Buy	+6,136	New	+$263K	0.23%	117
2025 Q1	$325K	Buy	+8,452	New	+$297K	0.3%	92

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

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

Mission Financial Group opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 6,136 shares worth $273K. The stake represents 0.23% of the portfolio and ranks #117 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in CGUS as recently as Q1 2025.

Mission Financial Group first reported a position in CGUS in Q1 2025 and has held it in 2 quarters since. The position peaked at $325K in Q1 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Mission Financial Group held 6,136 shares of Capital Group Core Equity ETF worth $273K as of Q2 2026.
Capital Group Core Equity ETF was a new Mission Financial Group position in Q2 2026.
Capital Group Core Equity ETF made up 0.23% of Mission Financial Group's portfolio in Q2 2026, its #117 holding.
Mission Financial Group first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 2 quarters since.
Mission Financial Group's Capital Group Core Equity ETF position peaked at $325K in Q1 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.