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NWAM LLC’s Capital Group Core Equity ETF CGUS Stock Holding History

NWAM LLC’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 		$816K Buy
18,342
+2,184
+14% +$93.5K 0.04% 356
2026
Q1 		$621K Buy
16,158
+2,464
+18% +$99.2K 0.04% 369
2025
Q4 		$562K Buy
13,694
+669
+5% +$26.7K 0.03% 378
2025
Q3 		$515K Buy
13,025
+50
+0.4% +$1.92K 0.03% 408
2025
Q2 		$495K Buy
12,975
+1,323
+11% +$45.1K 0.03% 399
2025
Q1 		$389K Buy
11,652
+29
+0.2% +$1.02K 0.03% 363
2024
Q4 		$406K Buy
11,623
+1,462
+14% +$51.2K 0.03% 421
2024
Q3 		$348K Buy
+10,161
New +$336K 0.02% 452
2024
Q2 		– Sell
-10,257
Closed -$318K – 211
2024
Q1 		$318K Buy
10,257
+2,492
+32% +$73.9K 0.03% 419
2023
Q4 		$220K Buy
+7,765
New +$205K 0.02% 507

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

NWAM LLC's CGUS Position: Q2 2026 in Review

NWAM LLC increased its Capital Group Core Equity ETF (CGUS) stake by 14% in Q2 2026, buying an estimated $93.5K and bringing the position to 18,342 shares worth $816K. The position accounts for 0.04% of the portfolio, ranked #356.

NWAM LLC first reported a position in CGUS in Q4 2023 and has held it in 10 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • NWAM LLC held 18,342 shares of Capital Group Core Equity ETF worth $816K as of Q2 2026.
  • NWAM LLC bought 2,184 Capital Group Core Equity ETF shares in Q2 2026, an estimated $93.5K.
  • Capital Group Core Equity ETF made up 0.04% of NWAM LLC's portfolio in Q2 2026, its #356 holding.
  • NWAM LLC first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.