NFG
CGUS icon

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

Nations 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 		$2.37M Buy
53,375
+5,222
+11% +$223K 0.11% 196
2026
Q1 		$1.85M Buy
48,153
+2,062
+4% +$83K 0.1% 230
2025
Q4 		$1.85M Buy
46,091
+1,017
+2% +$40.6K 0.1% 222
2025
Q3 		$1.78M Buy
45,074
+453
+1% +$17.4K 0.11% 212
2025
Q2 		$1.65M Buy
44,621
+6,376
+17% +$217K 0.11% 208
2025
Q1 		$1.28M Buy
38,245
+5,485
+17% +$193K 0.1% 234
2024
Q4 		$1.15M Buy
32,760
+2,162
+7% +$75.8K 0.08% 248
2024
Q3 		$1.05M Buy
30,598
+2,726
+10% +$90K 0.08% 269
2024
Q2 		$899K Buy
27,872
+3,500
+14% +$109K 0.07% 279
2024
Q1 		$759K Buy
24,372
+3,627
+17% +$108K 0.06% 313
2023
Q4 		$587K Buy
20,745
+3,302
+19% +$87K 0.05% 347
2023
Q3 		$438K Buy
17,443
+2,002
+13% +$51.9K 0.04% 395
2023
Q2 		$397K Sell
15,441
-2,959
-16% -$72.3K 0.04% 433
2023
Q1 		$436K Buy
18,400
+7,760
+73% +$181K 0.05% 396
2022
Q4 		$239K Sell
10,640
-475
-4% -$10.6K 0.03% 523
2022
Q3 		$227K Buy
+11,115
New +$250K 0.03% 468

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

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

Nations Financial Group increased its Capital Group Core Equity ETF (CGUS) stake by 11% in Q2 2026, buying an estimated $223K and bringing the position to 53,375 shares worth $2.37M. The position accounts for 0.11% of the portfolio, ranked #196.

Nations Financial Group first reported a position in CGUS in Q3 2022 and has held it in 16 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Nations Financial Group held 53,375 shares of Capital Group Core Equity ETF worth $2.37M as of Q2 2026.
  • Nations Financial Group bought 5,222 Capital Group Core Equity ETF shares in Q2 2026, an estimated $223K.
  • Capital Group Core Equity ETF made up 0.11% of Nations Financial Group's portfolio in Q2 2026, its #196 holding.
  • Nations Financial Group first reported a position in Capital Group Core Equity ETF in Q3 2022 and has held it in 16 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.