Souders Financial Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Souders Financial 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	$46.9M	Buy	1,053,533 +57,476	+6%	+$2.46M	4.71%	3
2026 Q1	$38.3M	Buy	996,057 +29,518	+3%	+$1.19M	4.37%	5
2025 Q4	$38.9M	Buy	966,539 +38,084	+4%	+$1.52M	4.45%	4
2025 Q3	$36.7M	Sell	928,455 -4,327	-0.5%	-$166K	4.37%	5
2025 Q2	$34.4M	Buy	932,782 +51,514	+6%	+$1.75M	4.38%	5
2025 Q1	$29.4M	Buy	881,268 +66,793	+8%	+$2.35M	4.11%	5
2024 Q4	$28.5M	Buy	814,475 +67,433	+9%	+$2.36M	3.98%	5
2024 Q3	$25.6M	Sell	747,042 -6,753	-0.9%	-$223K	3.57%	5
2024 Q2	$24.3M	Buy	753,795 +14,173	+2%	+$443K	3.67%	6
2024 Q1	$23M	Buy	739,622 +19,999	+3%	+$593K	3.64%	7
2023 Q4	$20.4M	Buy	719,623 +50,659	+8%	+$1.33M	3.49%	6
2023 Q3	$16.8M	Sell	668,964 -7,235	-1%	-$188K	3.23%	6
2023 Q2	$17.4M	Buy	676,199 +271,944	+67%	+$6.64M	3.32%	6
2023 Q1	$9.58M	Buy	404,255 +78,422	+24%	+$1.83M	2.03%	12
2022 Q4	$7.32M	Buy	325,833 +157,608	+94%	+$3.5M	1.67%	15
2022 Q3	$3.43M	Buy	+168,225	New	+$3.78M	0.93%	30

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

Souders Financial Advisors's CGUS Position: Q2 2026 in Review

Souders Financial Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 5.8% in Q2 2026, buying an estimated $2.46M and bringing the position to 1,053,533 shares worth $46.9M. The position accounts for 4.71% of the portfolio, ranked #3.

Souders Financial Advisors 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.

Souders Financial Advisors held 1,053,533 shares of Capital Group Core Equity ETF worth $46.9M as of Q2 2026.
Souders Financial Advisors bought 57,476 Capital Group Core Equity ETF shares in Q2 2026, an estimated $2.46M.
Capital Group Core Equity ETF made up 4.71% of Souders Financial Advisors's portfolio in Q2 2026, its #3 holding.
Souders Financial Advisors 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 Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.