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Silver Oak Securities’s Capital Group Core Equity ETF CGUS Stock Holding History

Silver Oak Securities’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
Q1 		$36.1M Buy
939,142
+81,057
+9% +$3.26M 2.64% 2
2025
Q4 		$34.8M Buy
+858,085
New +$34.3M 2.35% 2

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Silver Oak Securities's CGUS Position: Q1 2026 in Review

Silver Oak Securities increased its Capital Group Core Equity ETF (CGUS) stake by 9.4% in Q1 2026, buying an estimated $3.26M and bringing the position to 939,142 shares worth $36.1M. The position accounts for 2.64% of the portfolio, ranked #2.

Silver Oak Securities first reported a position in CGUS in Q4 2025 and has held it in 2 quarters since. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

  • Silver Oak Securities held 939,142 shares of Capital Group Core Equity ETF worth $36.1M as of Q1 2026.
  • Silver Oak Securities bought 81,057 Capital Group Core Equity ETF shares in Q1 2026, an estimated $3.26M.
  • Capital Group Core Equity ETF made up 2.64% of Silver Oak Securities's portfolio in Q1 2026, its #2 holding.
  • Silver Oak Securities first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.