Sittner & Nelson’s Capital Group Core Equity ETF CGUS Stock Holding History

Sittner & Nelson’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	$5.63M	Buy	126,551 +26,751	+27%	+$1.14M	1.77%	9
2026 Q1	$3.83M	Buy	99,800 +4,230	+4%	+$170K	1.4%	16
2025 Q4	$3.9M	Buy	95,570 +16,102	+20%	+$643K	1.38%	17
2025 Q3	$3.14M	Buy	79,468 +1,312	+2%	+$50.4K	1.14%	19
2025 Q2	$2.89M	Buy	78,156 +1,238	+2%	+$42.2K	1.16%	18
2025 Q1	$2.57M	Buy	76,918 +10,661	+16%	+$375K	1.1%	19
2024 Q4	$2.32M	Buy	66,257 +22,630	+52%	+$793K	1%	20
2024 Q3	$1.5M	Buy	43,627 +13,082	+43%	+$432K	0.67%	30
2024 Q2	$985K	Buy	30,545 +1,980	+7%	+$61.8K	0.49%	41
2024 Q1	$890K	Buy	28,565 +7,454	+35%	+$221K	0.45%	41
2023 Q4	$597K	Buy	21,111 +2,850	+16%	+$75.1K	0.32%	53
2023 Q3	$459K	Hold	18,261	–	–	0.26%	65
2023 Q2	$469K	Hold	18,261	–	–	0.26%	64
2023 Q1	$433K	Hold	18,261	–	–	0.25%	70
2022 Q4	$410K	Buy	18,261 +11,311	+163%	+$251K	0.25%	75
2022 Q3	$142K	Buy	+6,950	New	+$156K	0.1%	127

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

Sittner & Nelson's CGUS Position: Q2 2026 in Review

Sittner & Nelson increased its Capital Group Core Equity ETF (CGUS) stake by 27% in Q2 2026, buying an estimated $1.14M and bringing the position to 126,551 shares worth $5.63M. The position accounts for 1.77% of the portfolio, ranked #9.

Sittner & Nelson first reported a position in CGUS in Q3 2022 and has held it in 16 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Sittner & Nelson held 126,551 shares of Capital Group Core Equity ETF worth $5.63M as of Q2 2026.
Sittner & Nelson bought 26,751 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.14M.
Capital Group Core Equity ETF made up 1.77% of Sittner & Nelson's portfolio in Q2 2026, its #9 holding.
Sittner & Nelson first reported a position in Capital Group Core Equity ETF in Q3 2022 and has held it in 16 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.