Signature Estate & Investment Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Signature Estate & Investment 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	$231K	Sell	5,202 -69,435	-93%	-$2.97M	﹤0.01%	614
2026 Q1	$2.87M	Buy	74,637 +142	+0.2%	+$5.72K	0.06%	139
2025 Q4	$3M	Buy	74,495 +3,443	+5%	+$137K	0.06%	137
2025 Q3	$2.81M	Buy	71,052 +178	+0.3%	+$6.83K	0.06%	140
2025 Q2	$2.62M	Buy	70,874 +647	+0.9%	+$22K	0.06%	134
2025 Q1	$2.35M	Hold	70,227	–	–	0.06%	134
2024 Q4	$2.46M	Buy	70,227 +2,062	+3%	+$72.3K	0.06%	116
2024 Q3	$2.34M	Buy	68,165 +6,794	+11%	+$224K	0.05%	116
2024 Q2	$1.98M	Buy	+61,371	New	+$1.92M	0.05%	132

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Signature Estate & Investment Advisors's CGUS Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 93% in Q2 2026, selling an estimated $2.97M and leaving 5,202 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Signature Estate & Investment Advisors first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. The position peaked at $3M in Q4 2025. 300 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Signature Estate & Investment Advisors held 5,202 shares of Capital Group Core Equity ETF worth $231K as of Q2 2026.
Signature Estate & Investment Advisors sold 69,435 Capital Group Core Equity ETF shares in Q2 2026, an estimated $2.97M.
Capital Group Core Equity ETF made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #614 holding.
Signature Estate & Investment Advisors first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Capital Group Core Equity ETF position peaked at $3M in Q4 2025.
300 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.