Smartleaf Asset Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Smartleaf Asset Management’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	$10.2M	Hold	230,295	–	–	0.33%	58
2026 Q1	$8.6M	Buy	230,295 +19,667	+9%	+$792K	0.31%	64
2025 Q4	$8.53M	Buy	210,628 +15,513	+8%	+$619K	0.32%	59
2025 Q3	$7.7M	Buy	195,115 +25,550	+15%	+$981K	0.48%	41
2025 Q2	$6.25M	Buy	169,565 +24,177	+17%	+$824K	0.55%	35
2025 Q1	$4.84M	Buy	145,388 +15,800	+12%	+$555K	0.47%	42
2024 Q4	$4.55M	Buy	129,588 +14,367	+12%	+$504K	0.46%	37
2024 Q3	$3.95M	Buy	+115,221	New	+$3.81M	0.48%	39

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

Smartleaf Asset Management's CGUS Position: Q2 2026 in Review

Smartleaf Asset Management held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 230,295 shares worth $10.2M. The position accounts for 0.33% of the portfolio, ranked #58.

Smartleaf Asset Management first reported a position in CGUS in Q3 2024 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Smartleaf Asset Management held 230,295 shares of Capital Group Core Equity ETF worth $10.2M as of Q2 2026.
Smartleaf Asset Management left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
Capital Group Core Equity ETF made up 0.33% of Smartleaf Asset Management's portfolio in Q2 2026, its #58 holding.
Smartleaf Asset Management first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.