MPWM Advisory Solutions’s Capital Group Core Equity ETF CGUS Stock Holding History

MPWM Advisory Solutions’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	$1.56K	Sell	35 -71	-67%	-$3.04K	﹤0.01%	521
2026 Q1	$4.07K	Sell	106 -10	-9%	-$403	﹤0.01%	419
2025 Q4	$4.67K	Buy	116 +25	+27%	+$998	﹤0.01%	383
2025 Q3	$3.6K	Buy	91 +56	+160%	+$2.15K	﹤0.01%	381
2025 Q2	$1.29K	Hold	35	–	–	﹤0.01%	475
2025 Q1	$1.17K	Buy	+35	New	+$1.23K	﹤0.01%	516

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

MPWM Advisory Solutions's CGUS Position: Q2 2026 in Review

MPWM Advisory Solutions reduced its Capital Group Core Equity ETF (CGUS) stake by 67% in Q2 2026, selling an estimated $3.04K and leaving 35 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

MPWM Advisory Solutions first reported a position in CGUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.67K in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

MPWM Advisory Solutions held 35 shares of Capital Group Core Equity ETF worth $1.56K as of Q2 2026.
MPWM Advisory Solutions sold 71 Capital Group Core Equity ETF shares in Q2 2026, an estimated $3.04K.
Capital Group Core Equity ETF made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #521 holding.
MPWM Advisory Solutions first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 6 quarters since.
MPWM Advisory Solutions's Capital Group Core Equity ETF position peaked at $4.67K in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.