Sequoia Financial Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Sequoia Financial Advisors’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	$320K	Buy	+7,189	New	+$308K	﹤0.01%	1629

Other funds holding CGUS

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sequoia Financial Advisors's CGUS Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 7,189 shares worth $320K. The stake represents ﹤0.01% of the portfolio and ranks #1629 among its holdings.

115 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Sequoia Financial Advisors held 7,189 shares of Capital Group Core Equity ETF worth $320K as of Q2 2026.
Capital Group Core Equity ETF was a new Sequoia Financial Advisors position in Q2 2026.
Capital Group Core Equity ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1629 holding.
115 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.