PFS
CGUS icon

Prospera Financial Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Prospera Financial Services’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 		$4.1M Sell
92,182
-17,609
-16% -$754K 0.06% 330
2026
Q1 		$4.22M Buy
109,791
+12,790
+13% +$515K 0.07% 297
2025
Q4 		$3.9M Sell
97,001
-22,427
-19% -$896K 0.06% 302
2025
Q3 		$4.72M Sell
119,428
-112
-0.1% -$4.3K 0.08% 262
2025
Q2 		$4.41M Buy
119,540
+12,046
+11% +$410K 0.08% 252
2025
Q1 		$3.59M Buy
107,494
+6,481
+6% +$228K 0.08% 251
2024
Q4 		$3.53M Buy
101,013
+30,623
+44% +$1.07M 0.08% 255
2024
Q3 		$2.41M Buy
70,390
+962
+1% +$31.8K 0.06% 302
2024
Q2 		$2.24M Buy
69,428
+11,027
+19% +$344K 0.06% 314
2024
Q1 		$1.82M Buy
58,401
+22,131
+61% +$656K 0.05% 345
2023
Q4 		$1.03M Buy
36,270
+2,881
+9% +$75.9K 0.03% 464
2023
Q3 		$838K Buy
33,389
+7,948
+31% +$206K 0.03% 460
2023
Q2 		$653K Buy
+25,441
New +$621K 0.03% 529
2023
Q1 		– Sell
-8,918
Closed -$200K – 964
2022
Q4 		$200K Sell
8,918
-1,731
-16% -$38.5K 0.01% 845
2022
Q3 		$217K Buy
+10,649
New +$239K 0.01% 756

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Prospera Financial Services's CGUS Position: Q2 2026 in Review

Prospera Financial Services reduced its Capital Group Core Equity ETF (CGUS) stake by 16% in Q2 2026, selling an estimated $754K and leaving 92,182 shares worth $4.1M. The position accounts for 0.06% of the portfolio, ranked #330.

Prospera Financial Services first reported a position in CGUS in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.72M in Q3 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Prospera Financial Services held 92,182 shares of Capital Group Core Equity ETF worth $4.1M as of Q2 2026.
  • Prospera Financial Services sold 17,609 Capital Group Core Equity ETF shares in Q2 2026, an estimated $754K.
  • Capital Group Core Equity ETF made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #330 holding.
  • Prospera Financial Services first reported a position in Capital Group Core Equity ETF in Q3 2022 and has held it in 15 quarters since.
  • Prospera Financial Services's Capital Group Core Equity ETF position peaked at $4.72M in Q3 2025.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.