Richmond Investment Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Richmond Investment 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	–	Sell	-39,427	Closed	-$1.51M	–	160
2026 Q1	$1.51M	Buy	39,427 +3,992	+11%	+$161K	0.24%	69
2025 Q4	$1.43M	Buy	35,435 +10,194	+40%	+$407K	0.25%	62
2025 Q3	$998K	Buy	25,241 +1,835	+8%	+$70.5K	0.19%	77
2025 Q2	$864K	Buy	23,406 +14,197	+154%	+$484K	0.18%	76
2025 Q1	$308K	Sell	9,209 -1,102	-11%	-$38.7K	0.17%	83
2024 Q4	$361K	Buy	+10,311	New	+$361K	0.2%	69

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

Richmond Investment Services's CGUS Position: Q2 2026 in Review

Richmond Investment Services sold out of Capital Group Core Equity ETF (CGUS) in Q2 2026, closing a stake of 39,427 shares — an estimated $1.51M sold.

Richmond Investment Services first reported a position in CGUS in Q4 2024 and held it in 6 quarters. The position peaked at $1.51M in Q1 2026. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Richmond Investment Services reported no remaining Capital Group Core Equity ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 39,427 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.51M.
Richmond Investment Services first reported a position in Capital Group Core Equity ETF in Q4 2024 and held it in 6 quarters.
Richmond Investment Services's Capital Group Core Equity ETF position peaked at $1.51M in Q1 2026.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.