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

RM 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 		$1.49M Buy
33,456
+2,769
+9% +$118K 1.11% 25
2026
Q1 		$1.18M Sell
30,687
-283
-0.9% -$11.4K 1.02% 24
2025
Q4 		$1.25M Buy
+30,970
New +$1.24M 1.11% 26

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

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

RM Financial Services increased its Capital Group Core Equity ETF (CGUS) stake by 9% in Q2 2026, buying an estimated $118K and bringing the position to 33,456 shares worth $1.49M. The position accounts for 1.11% of the portfolio, ranked #25.

RM Financial Services first reported a position in CGUS in Q4 2025 and has held it in 3 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • RM Financial Services held 33,456 shares of Capital Group Core Equity ETF worth $1.49M as of Q2 2026.
  • RM Financial Services bought 2,769 Capital Group Core Equity ETF shares in Q2 2026, an estimated $118K.
  • Capital Group Core Equity ETF made up 1.11% of RM Financial Services's portfolio in Q2 2026, its #25 holding.
  • RM Financial Services first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.