Sowell Financial Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Sowell Financial Services’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	$798K	Buy	17,931 +2,457	+16%	+$105K	0.03%	518
2026 Q1	$595K	Buy	15,474 +8	+0.1%	+$322	0.02%	584
2025 Q4	$622K	Sell	15,466 -29,916	-66%	-$1.19M	0.02%	576
2025 Q3	$1.79M	Buy	45,382 +1,124	+3%	+$43.2K	0.07%	308
2025 Q2	$1.63M	Buy	44,258 +4,317	+11%	+$147K	0.07%	304
2025 Q1	$1.33M	Buy	39,941 +910	+2%	+$32K	0.06%	318
2024 Q4	$1.36M	Sell	39,031 -5,507	-12%	-$193K	0.07%	265
2024 Q3	$1.53M	Sell	44,538 -1,202	-3%	-$39.7K	0.07%	277
2024 Q2	$1.48M	Sell	45,740 -15	-0%	-$468	0.07%	276
2024 Q1	$1.43M	Buy	+45,755	New	+$1.36M	0.07%	286

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

Sowell Financial Services's CGUS Position: Q2 2026 in Review

Sowell Financial Services increased its Capital Group Core Equity ETF (CGUS) stake by 16% in Q2 2026, buying an estimated $105K and bringing the position to 17,931 shares worth $798K. The position accounts for 0.03% of the portfolio, ranked #518.

Sowell Financial Services first reported a position in CGUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.79M in Q3 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Sowell Financial Services held 17,931 shares of Capital Group Core Equity ETF worth $798K as of Q2 2026.
Sowell Financial Services bought 2,457 Capital Group Core Equity ETF shares in Q2 2026, an estimated $105K.
Capital Group Core Equity ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #518 holding.
Sowell Financial Services first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
Sowell Financial Services's Capital Group Core Equity ETF position peaked at $1.79M in Q3 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.