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

Northwest Financial Advisors’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	$356K	Buy	8,009 +968	+14%	+$41.4K	0.05%	60
2026 Q1	$271K	Buy	+7,041	New	+$284K	0.52%	55
2024 Q4	–	Sell	-1,766	Closed	-$60.5K	–	180
2024 Q3	$60.5K	Buy	+1,766	New	+$58.3K	0.05%	204

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

Northwest Financial Advisors's CGUS Position: Q2 2026 in Review

Northwest Financial Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 14% in Q2 2026, buying an estimated $41.4K and bringing the position to 8,009 shares worth $356K. The position accounts for 0.05% of the portfolio, ranked #60.

Northwest Financial Advisors first reported a position in CGUS in Q3 2024 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Northwest Financial Advisors held 8,009 shares of Capital Group Core Equity ETF worth $356K as of Q2 2026.
Northwest Financial Advisors bought 968 Capital Group Core Equity ETF shares in Q2 2026, an estimated $41.4K.
Capital Group Core Equity ETF made up 0.05% of Northwest Financial Advisors's portfolio in Q2 2026, its #60 holding.
Northwest Financial Advisors first reported a position in Capital Group Core Equity ETF in Q3 2024 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 Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.