NWF Advisory Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$962K Buy
25,049
+1,771
+8% +$71.3K 0.11% 136
2025
Q4
$936K Buy
23,278
+571
+3% +$22.8K 0.1% 134
2025
Q3
$898K Buy
22,707
+9,905
+77% +$380K 0.1% 144
2025
Q2
$473K Buy
12,802
+6,085
+91% +$207K 0.06% 217
2025
Q1
$224K Sell
6,717
-437
-6% -$15.4K 0.03% 296
2024
Q4
$250K Buy
7,154
+1,186
+20% +$41.6K 0.04% 217
2024
Q3
$205K Buy
+5,968
New +$197K 0.03% 305

Other funds holding CGUS

NWF Advisory Services's CGUS Position: Q1 2026 in Review

NWF Advisory Services increased its Capital Group Core Equity ETF (CGUS) stake by 7.6% in Q1 2026, buying an estimated $71.3K and bringing the position to 25,049 shares worth $962K. The position accounts for 0.11% of the portfolio, ranked #136.

NWF Advisory Services first reported a position in CGUS in Q3 2024 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

  • NWF Advisory Services held 25,049 shares of Capital Group Core Equity ETF worth $962K as of Q1 2026.
  • NWF Advisory Services bought 1,771 Capital Group Core Equity ETF shares in Q1 2026, an estimated $71.3K.
  • Capital Group Core Equity ETF made up 0.11% of NWF Advisory Services's portfolio in Q1 2026, its #136 holding.
  • NWF Advisory Services first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.