PFG Investments’s Capital Group Core Equity ETF CGUS Stock Holding History

PFG Investments’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	$403K	Sell	9,057 -623	-6%	-$26.7K	0.02%	782
2026 Q1	$372K	Hold	9,680	–	–	0.02%	748
2025 Q4	$389K	Buy	9,680 +1,502	+18%	+$60K	0.02%	672
2025 Q3	$323K	Buy	8,178 +22	+0.3%	+$845	0.02%	756
2025 Q2	$301K	Buy	8,156 +220	+3%	+$7.49K	0.02%	736
2025 Q1	$265K	Hold	7,936	–	–	0.02%	768
2024 Q4	$278K	Buy	7,936 +45	+0.6%	+$1.58K	0.02%	748
2024 Q3	$270K	Sell	7,891 -577	-7%	-$19.1K	0.02%	761
2024 Q2	$273K	Buy	+8,468	New	+$264K	0.02%	693

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

PFG Investments's CGUS Position: Q2 2026 in Review

PFG Investments reduced its Capital Group Core Equity ETF (CGUS) stake by 6.4% in Q2 2026, selling an estimated $26.7K and leaving 9,057 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #782.

PFG Investments first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

PFG Investments held 9,057 shares of Capital Group Core Equity ETF worth $403K as of Q2 2026.
PFG Investments sold 623 Capital Group Core Equity ETF shares in Q2 2026, an estimated $26.7K.
Capital Group Core Equity ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #782 holding.
PFG Investments first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.