O'Shaughnessy Asset Management’s Capital Group Core Equity ETF CGUS Stock Holding History

O'Shaughnessy Asset Management’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	$1.55M	Sell	34,798 -457	-1%	-$19.6K	0.01%	1041
2026 Q1	$1.35M	Buy	35,255 +1,050	+3%	+$42.3K	0.01%	1050
2025 Q4	$1.38M	Sell	34,205 -26	-0.1%	-$1.04K	0.01%	1011
2025 Q3	$1.35M	Sell	34,231 -71	-0.2%	-$2.73K	0.01%	994
2025 Q2	$1.27M	Buy	34,302 +12,797	+60%	+$436K	0.01%	959
2025 Q1	$718K	Buy	21,505 +2,846	+15%	+$100K	0.01%	1142
2024 Q4	$653K	Buy	+18,659	New	+$654K	0.01%	1168

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

O'Shaughnessy Asset Management's CGUS Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Capital Group Core Equity ETF (CGUS) stake by 1.3% in Q2 2026, selling an estimated $19.6K and leaving 34,798 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #1041.

O'Shaughnessy Asset Management first reported a position in CGUS in Q4 2024 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

O'Shaughnessy Asset Management held 34,798 shares of Capital Group Core Equity ETF worth $1.55M as of Q2 2026.
O'Shaughnessy Asset Management sold 457 Capital Group Core Equity ETF shares in Q2 2026, an estimated $19.6K.
Capital Group Core Equity ETF made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1041 holding.
O'Shaughnessy Asset Management first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 7 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.