Richards, Merrill & Peterson’s Capital Group Core Equity ETF CGUS Stock Holding History

Richards, Merrill & Peterson’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	$824K	Buy	18,525 +4,400	+31%	+$188K	0.26%	94
2026 Q1	$543K	Buy	14,125 +2,375	+20%	+$95.6K	0.2%	112
2025 Q4	$473K	Buy	+11,750	New	+$469K	0.18%	117
2025 Q2	–	Sell	-2,850	Closed	-$95.2K	–	241
2025 Q1	$95.2K	Hold	2,850	–	–	0.05%	192
2024 Q4	$99.7K	Buy	+2,850	New	+$99.9K	0.05%	188

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

Richards, Merrill & Peterson's CGUS Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Capital Group Core Equity ETF (CGUS) stake by 31% in Q2 2026, buying an estimated $188K and bringing the position to 18,525 shares worth $824K. The position accounts for 0.26% of the portfolio, ranked #94.

Richards, Merrill & Peterson first reported a position in CGUS in Q4 2024 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Richards, Merrill & Peterson held 18,525 shares of Capital Group Core Equity ETF worth $824K as of Q2 2026.
Richards, Merrill & Peterson bought 4,400 Capital Group Core Equity ETF shares in Q2 2026, an estimated $188K.
Capital Group Core Equity ETF made up 0.26% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #94 holding.
Richards, Merrill & Peterson first reported a position in Capital Group Core Equity ETF in Q4 2024 and has held it in 5 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.