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 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 $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Smartleaf Asset Management's CGUS Position: Q1 2026 in Review

Smartleaf Asset Management increased its Capital Group Core Equity ETF (CGUS) stake by 9.3% in Q1 2026, buying an estimated $792K and bringing the position to 230,295 shares worth $8.6M. The position accounts for 0.31% of the portfolio, ranked #64.

Smartleaf Asset Management first reported a position in CGUS in Q3 2024 and has held it in 7 quarters since. 409 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

Smartleaf Asset Management held 230,295 shares of Capital Group Core Equity ETF worth $8.6M as of Q1 2026.
Smartleaf Asset Management bought 19,667 Capital Group Core Equity ETF shares in Q1 2026, an estimated $792K.
Capital Group Core Equity ETF made up 0.31% of Smartleaf Asset Management's portfolio in Q1 2026, its #64 holding.
Smartleaf Asset Management first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 7 quarters since.
409 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.