Prime Capital Investment Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Prime Capital Investment 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	$1.12M	Buy	25,125 +3,000	+14%	+$128K	0.01%	503
2026 Q1	$850K	Buy	22,125 +10,000	+82%	+$403K	0.01%	540
2025 Q4	$488K	Hold	12,125	–	–	0.01%	666
2025 Q3	$479K	Hold	12,125	–	–	0.01%	656
2025 Q2	$448K	Sell	12,125 -2,482	-17%	-$84.5K	0.01%	644
2025 Q1	$488K	Buy	14,607 +2,482	+20%	+$87.2K	0.01%	675
2024 Q4	$424K	Hold	12,125	–	–	0.01%	613
2024 Q3	$416K	Hold	12,125	–	–	0.01%	640
2024 Q2	$391K	Sell	12,125 -1,507	-11%	-$47.1K	0.01%	648
2024 Q1	$425K	Buy	13,632 +504	+4%	+$14.9K	0.01%	671
2023 Q4	$372K	Buy	13,128 +5,128	+64%	+$135K	0.01%	673
2023 Q3	$201K	Buy	+8,000	New	+$207K	﹤0.01%	692

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

Prime Capital Investment Advisors's CGUS Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 14% in Q2 2026, buying an estimated $128K and bringing the position to 25,125 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #503.

Prime Capital Investment Advisors first reported a position in CGUS in Q3 2023 and has held it in 12 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Prime Capital Investment Advisors held 25,125 shares of Capital Group Core Equity ETF worth $1.12M as of Q2 2026.
Prime Capital Investment Advisors bought 3,000 Capital Group Core Equity ETF shares in Q2 2026, an estimated $128K.
Capital Group Core Equity ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #503 holding.
Prime Capital Investment Advisors first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 12 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.