Principal Securities’s Capital Group Core Equity ETF CGUS Stock Holding History

Principal Securities’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	$16.7M	Buy	375,987 +40,659	+12%	+$1.74M	0.2%	95
2026 Q1	$12.9M	Buy	335,328 +43,701	+15%	+$1.76M	0.19%	105
2025 Q4	$11.7M	Buy	291,627 +47,011	+19%	+$1.88M	0.18%	107
2025 Q3	$9.67M	Sell	244,616 -22,526	-8%	-$865K	0.16%	120
2025 Q2	$9.87M	Buy	267,142 +47,944	+22%	+$1.63M	0.19%	106
2025 Q1	$7.67M	Hold	219,198	–	–	0.17%	117
2024 Q4	$7.67M	Buy	219,198 +29,553	+16%	+$1.04M	0.17%	116
2024 Q3	$6.5M	Buy	189,645 +18,226	+11%	+$602K	0.16%	124
2024 Q2	$5.53M	Buy	171,419 +31,457	+22%	+$982K	0.15%	123
2024 Q1	$4.36M	Buy	139,962 +55,210	+65%	+$1.64M	0.14%	145
2023 Q4	$2.4M	Buy	+84,752	New	+$2.23M	0.09%	220

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

Principal Securities's CGUS Position: Q2 2026 in Review

Principal Securities increased its Capital Group Core Equity ETF (CGUS) stake by 12% in Q2 2026, buying an estimated $1.74M and bringing the position to 375,987 shares worth $16.7M. The position accounts for 0.2% of the portfolio, ranked #95.

Principal Securities first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Principal Securities held 375,987 shares of Capital Group Core Equity ETF worth $16.7M as of Q2 2026.
Principal Securities bought 40,659 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.74M.
Capital Group Core Equity ETF made up 0.2% of Principal Securities's portfolio in Q2 2026, its #95 holding.
Principal Securities first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.