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Rothschild Investment LLC’s Capital Group Core Equity ETF CGUS Stock Holding History

Rothschild Investment LLC’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 		$1.03M Sell
23,110
-325
-1% -$13.9K 0.04% 412
2026
Q1 		$900K Buy
23,435
+3,250
+16% +$131K 0.05% 289
2025
Q4 		$812K Buy
20,185
+1,296
+7% +$51.8K 0.04% 279
2025
Q3 		$747K Buy
18,889
+750
+4% +$28.8K 0.04% 274
2025
Q2 		$670K Buy
18,139
+1,251
+7% +$42.6K 0.04% 282
2025
Q1 		$564K Hold
16,888
– – 0.04% 313
2024
Q4 		$591K Buy
16,888
+1
+0% +$35 0.04% 310
2024
Q3 		$579K Hold
16,887
– – 0.04% 319
2024
Q2 		$545K Hold
16,887
– – 0.04% 315
2024
Q1 		$526K Buy
16,887
+1
+0% +$30 0.04% 316
2023
Q4 		$478K Buy
+16,886
New +$445K 0.04% 281

Other funds holding CGUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MHB
Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

Rothschild Investment LLC's CGUS Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Capital Group Core Equity ETF (CGUS) stake by 1.4% in Q2 2026, selling an estimated $13.9K and leaving 23,110 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #412.

Rothschild Investment LLC first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. 276 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Rothschild Investment LLC held 23,110 shares of Capital Group Core Equity ETF worth $1.03M as of Q2 2026.
  • Rothschild Investment LLC sold 325 Capital Group Core Equity ETF shares in Q2 2026, an estimated $13.9K.
  • Capital Group Core Equity ETF made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #412 holding.
  • Rothschild Investment LLC first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 276 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.