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Octavia Wealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Octavia Wealth 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 		$468K Sell
10,511
-252
-2% -$10.8K 0.04% 130
2026
Q1 		$414K Buy
10,763
+286
+3% +$11.5K 0.04% 144
2025
Q4 		$421K Sell
10,477
-1,541
-13% -$61.5K 0.04% 151
2025
Q3 		$476K Buy
12,018
+183
+2% +$7.03K 0.05% 134
2025
Q2 		$438K Buy
11,835
+236
+2% +$8.04K 0.05% 128
2025
Q1 		$388K Sell
11,599
-166
-1% -$5.83K 0.05% 143
2024
Q4 		$411K Buy
11,765
+17
+0.1% +$596 0.05% 130
2024
Q3 		$404K Buy
11,748
+82
+0.7% +$2.71K 0.05% 141
2024
Q2 		$377K Buy
11,666
+811
+7% +$25.3K 0.05% 149
2024
Q1 		$339K Sell
10,855
-315
-3% -$9.34K 0.05% 158
2023
Q4 		$316K Buy
+11,170
New +$294K 0.06% 170

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

Octavia Wealth Advisors's CGUS Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 2.3% in Q2 2026, selling an estimated $10.8K and leaving 10,511 shares worth $468K. The position accounts for 0.04% of the portfolio, ranked #130.

Octavia Wealth Advisors first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $476K in Q3 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Octavia Wealth Advisors held 10,511 shares of Capital Group Core Equity ETF worth $468K as of Q2 2026.
  • Octavia Wealth Advisors sold 252 Capital Group Core Equity ETF shares in Q2 2026, an estimated $10.8K.
  • Capital Group Core Equity ETF made up 0.04% of Octavia Wealth Advisors's portfolio in Q2 2026, its #130 holding.
  • Octavia Wealth Advisors first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • Octavia Wealth Advisors's Capital Group Core Equity ETF position peaked at $476K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.