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SFE Investment Counsel’s Capital Group Core Equity ETF CGUS Stock Holding History

SFE Investment Counsel’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 		$232K Hold
5,207
– – 0.03% 142
2026
Q1 		$200K Hold
5,207
– – 0.03% 138
2025
Q4 		$209K Hold
5,207
– – 0.03% 141
2025
Q3 		$206K Buy
+5,207
New +$200K 0.03% 140

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

SFE Investment Counsel's CGUS Position: Q2 2026 in Review

SFE Investment Counsel held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 5,207 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #142.

SFE Investment Counsel first reported a position in CGUS in Q3 2025 and has held it in 4 quarters since. 317 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • SFE Investment Counsel held 5,207 shares of Capital Group Core Equity ETF worth $232K as of Q2 2026.
  • SFE Investment Counsel left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
  • Capital Group Core Equity ETF made up 0.03% of SFE Investment Counsel's portfolio in Q2 2026, its #142 holding.
  • SFE Investment Counsel first reported a position in Capital Group Core Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 317 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.