Private Advisor Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Private Advisor Group’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	$105M	Buy	2,352,921 +235,948	+11%	+$10.1M	0.48%	31
2026 Q1	$81.3M	Buy	2,116,973 +115,820	+6%	+$4.66M	0.38%	41
2025 Q4	$80.5M	Buy	2,001,153 +639,845	+47%	+$25.6M	0.38%	42
2025 Q3	$53.8M	Buy	1,361,308 +161,511	+13%	+$6.2M	0.26%	74
2025 Q2	$44.3M	Buy	1,199,797 +48,289	+4%	+$1.64M	0.24%	86
2025 Q1	$38.5M	Sell	1,151,508 -834,828	-42%	-$29.3M	0.23%	94
2024 Q4	$69.5M	Buy	1,986,336 +1,144,833	+136%	+$40.1M	0.39%	43
2024 Q3	$28.9M	Buy	841,503 +354,334	+73%	+$11.7M	0.18%	109
2024 Q2	$15.7M	Buy	487,169 +120,183	+33%	+$3.75M	0.11%	183
2024 Q1	$11.4M	Buy	366,986 +75,027	+26%	+$2.22M	0.08%	230
2023 Q4	$8.26M	Buy	291,959 +62,170	+27%	+$1.64M	0.06%	292
2023 Q3	$5.77M	Buy	229,789 +29,326	+15%	+$760K	0.05%	350
2023 Q2	$5.16M	Buy	200,463 +22,775	+13%	+$556K	0.04%	380
2023 Q1	$4.21M	Buy	177,688 +27,545	+18%	+$642K	0.04%	436
2022 Q4	$260K	Buy	150,143 +85,005	+130%	+$1.89M	0.01%	806
2022 Q3	$1.33M	Buy	65,138 +33,846	+108%	+$760K	0.02%	789
2022 Q2	$679K	Buy	+31,292	New	+$734K	0.01%	1253

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

Private Advisor Group's CGUS Position: Q2 2026 in Review

Private Advisor Group increased its Capital Group Core Equity ETF (CGUS) stake by 11% in Q2 2026, buying an estimated $10.1M and bringing the position to 2,352,921 shares worth $105M. The position accounts for 0.48% of the portfolio, ranked #31.

Private Advisor Group first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Private Advisor Group held 2,352,921 shares of Capital Group Core Equity ETF worth $105M as of Q2 2026.
Private Advisor Group bought 235,948 Capital Group Core Equity ETF shares in Q2 2026, an estimated $10.1M.
Capital Group Core Equity ETF made up 0.48% of Private Advisor Group's portfolio in Q2 2026, its #31 holding.
Private Advisor Group first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.