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

Procyon 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	$576K	Sell	12,948 -10	-0.1%	-$428	0.02%	342
2026 Q1	$498K	Buy	12,958 +80	+0.6%	+$3.22K	0.02%	351
2025 Q4	$518K	Buy	12,878 +416	+3%	+$16.6K	0.03%	336
2025 Q3	$493K	Sell	12,462 -4,263	-25%	-$164K	0.03%	318
2025 Q2	$618K	Buy	16,725 +40	+0.2%	+$1.36K	0.06%	252
2025 Q1	$557K	Sell	16,685 -876	-5%	-$30.8K	0.03%	352
2024 Q4	$614K	Sell	17,561 -1,550	-8%	-$54.3K	0.04%	301
2024 Q3	$655K	Sell	19,111 -161	-0.8%	-$5.32K	0.04%	289
2024 Q2	$622K	Sell	19,272 -33,440	-63%	-$1.04M	0.05%	283
2024 Q1	$1.64M	Sell	52,712 -88,235	-63%	-$2.62M	0.13%	173
2023 Q4	$3.99M	Sell	140,947 -1,914	-1%	-$50.4K	0.34%	70
2023 Q3	$3.59M	Buy	142,861 +14,003	+11%	+$363K	0.37%	67
2023 Q2	$3.31M	Sell	128,858 -1,225	-0.9%	-$29.9K	0.42%	54
2023 Q1	$3.08M	Buy	130,083 +3,197	+3%	+$74.6K	0.51%	42
2022 Q4	$2.85M	Buy	126,886 +5,146	+4%	+$114K	0.52%	41
2022 Q3	$2.48M	Buy	121,740 +4,793	+4%	+$108K	0.61%	36
2022 Q2	$2.54M	Buy	+116,947	New	+$2.74M	0.56%	38

Other funds holding CGUS

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Procyon Advisors's CGUS Position: Q2 2026 in Review

Procyon Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 0.08% in Q2 2026, selling an estimated $428 and leaving 12,948 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #342.

Procyon Advisors first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.99M in Q4 2023. 78 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Procyon Advisors held 12,948 shares of Capital Group Core Equity ETF worth $576K as of Q2 2026.
Procyon Advisors sold 10 Capital Group Core Equity ETF shares in Q2 2026, an estimated $428.
Capital Group Core Equity ETF made up 0.02% of Procyon Advisors's portfolio in Q2 2026, its #342 holding.
Procyon Advisors first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
Procyon Advisors's Capital Group Core Equity ETF position peaked at $3.99M in Q4 2023.
78 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.