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

Parsonex Advisory Services’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 Q1	–	Sell	-6,532	Closed	-$263K	–	68
2025 Q4	$263K	Buy	+6,532	New	+$261K	0.17%	83

Other funds holding CGUS

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Parsonex Advisory Services sold out of Capital Group Core Equity ETF (CGUS) in Q1 2026, closing a stake of 6,532 shares — an estimated $263K sold.

Parsonex Advisory Services first reported a position in CGUS in Q4 2025 and held it in 1 quarter. The position peaked at $263K in Q4 2025. 410 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

Parsonex Advisory Services reported no remaining Capital Group Core Equity ETF position as of Q1 2026 after selling out during the quarter.
Parsonex Advisory Services sold 6,532 Capital Group Core Equity ETF shares in Q1 2026, an estimated $263K.
Parsonex Advisory Services first reported a position in Capital Group Core Equity ETF in Q4 2025 and held it in 1 quarter.
Parsonex Advisory Services's Capital Group Core Equity ETF position peaked at $263K in Q4 2025.
410 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Parsonex Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.