Sigma Planning Corp’s Capital Group Core Equity ETF CGUS Stock Holding History

Sigma Planning Corp’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	$2.16M	Buy	48,477 +9,970	+26%	+$427K	0.05%	343
2026 Q1	$1.48M	Buy	38,507 +2,780	+8%	+$112K	0.04%	423
2025 Q4	$1.44M	Buy	35,727 +6,972	+24%	+$278K	0.04%	411
2025 Q3	$1.14M	Buy	28,755 +5,092	+22%	+$196K	0.03%	477
2025 Q2	$874K	Buy	23,663 +4,982	+27%	+$170K	0.03%	541
2025 Q1	$624K	Buy	18,681 +3,021	+19%	+$106K	0.02%	639
2024 Q4	$548K	Buy	15,660 +897	+6%	+$31.4K	0.02%	704
2024 Q3	$506K	Sell	14,763 -75,639	-84%	-$2.5M	0.02%	743
2024 Q2	$2.92M	Sell	90,402 -17,615	-16%	-$550K	0.09%	212
2024 Q1	$3.37M	Buy	108,017 +63,624	+143%	+$1.89M	0.11%	202
2023 Q4	$1.26M	Sell	44,393 -26,155	-37%	-$689K	0.1%	220
2023 Q3	$1.77M	Buy	70,548 +34,635	+96%	+$898K	0.07%	295
2023 Q2	$922K	Sell	35,913 -4,430	-11%	-$108K	0.03%	486
2023 Q1	$956K	Sell	40,343 -423	-1%	-$9.87K	0.03%	530
2022 Q4	$916K	Buy	40,766 +2,859	+8%	+$63.5K	0.03%	517
2022 Q3	$773K	Buy	37,907 +16,712	+79%	+$375K	0.03%	550
2022 Q2	$460K	Buy	+21,195	New	+$497K	0.02%	791

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

Sigma Planning Corp's CGUS Position: Q2 2026 in Review

Sigma Planning Corp increased its Capital Group Core Equity ETF (CGUS) stake by 26% in Q2 2026, buying an estimated $427K and bringing the position to 48,477 shares worth $2.16M. The position accounts for 0.05% of the portfolio, ranked #343.

Sigma Planning Corp first reported a position in CGUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.37M in Q1 2024. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Sigma Planning Corp held 48,477 shares of Capital Group Core Equity ETF worth $2.16M as of Q2 2026.
Sigma Planning Corp bought 9,970 Capital Group Core Equity ETF shares in Q2 2026, an estimated $427K.
Capital Group Core Equity ETF made up 0.05% of Sigma Planning Corp's portfolio in Q2 2026, its #343 holding.
Sigma Planning Corp first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 17 quarters since.
Sigma Planning Corp's Capital Group Core Equity ETF position peaked at $3.37M in Q1 2024.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.