N.E.W. Advisory Services’s Capital Group Core Equity ETF CGUS Stock Holding History

N.E.W. Advisory Services’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	$8.9K	Hold	200	–	–	﹤0.01%	666
2026 Q1	$7.68K	Hold	200	–	–	﹤0.01%	679
2025 Q4	$8.05K	Hold	200	–	–	﹤0.01%	649
2025 Q3	$7.91K	Hold	200	–	–	﹤0.01%	609
2025 Q2	$7.39K	Hold	200	–	–	﹤0.01%	605
2025 Q1	$6.68K	Buy	+200	New	+$7.03K	﹤0.01%	672

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

N.E.W. Advisory Services's CGUS Position: Q2 2026 in Review

N.E.W. Advisory Services held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 200 shares worth $8.9K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

N.E.W. Advisory Services first reported a position in CGUS in Q1 2025 and has held it in 6 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

N.E.W. Advisory Services held 200 shares of Capital Group Core Equity ETF worth $8.9K as of Q2 2026.
N.E.W. Advisory Services left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
Capital Group Core Equity ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #666 holding.
N.E.W. Advisory Services first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 6 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.