Steward Partners Investment Advisory’s Capital Group Core Equity ETF CGUS Stock Holding History

Steward Partners Investment Advisory’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	$4.53M	Buy	101,746 +20,224	+25%	+$865K	0.02%	595
2026 Q1	$3.13M	Buy	81,522 +14,883	+22%	+$599K	0.02%	690
2025 Q4	$2.68M	Buy	66,639 +16,476	+33%	+$658K	0.01%	668
2025 Q3	$1.98M	Buy	50,163 +7,497	+18%	+$288K	0.01%	780
2025 Q2	$1.58M	Buy	42,666 +15,249	+56%	+$519K	0.01%	800
2025 Q1	$916K	Sell	27,417 -170	-0.6%	-$5.97K	0.01%	953
2024 Q4	$965K	Buy	27,587 +3,532	+15%	+$124K	0.01%	887
2024 Q3	$825K	Buy	24,055 +6,655	+38%	+$220K	0.01%	928
2024 Q2	$561K	Buy	17,400 +10,631	+157%	+$332K	0.01%	1017
2024 Q1	$211K	Buy	6,769 +394	+6%	+$11.7K	﹤0.01%	1405
2023 Q4	$180K	Hold	6,375	–	–	﹤0.01%	1419
2023 Q3	$160K	Buy	6,375 +340	+6%	+$8.81K	﹤0.01%	1388
2023 Q2	$155K	Sell	6,035 -16,126	-73%	-$394K	﹤0.01%	1386
2023 Q1	$525K	Buy	22,161 +4,805	+28%	+$112K	0.01%	903
2022 Q4	$390K	Buy	+17,356	New	+$386K	0.01%	991

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

Steward Partners Investment Advisory's CGUS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Capital Group Core Equity ETF (CGUS) stake by 25% in Q2 2026, buying an estimated $865K and bringing the position to 101,746 shares worth $4.53M. The position accounts for 0.02% of the portfolio, ranked #595.

Steward Partners Investment Advisory first reported a position in CGUS in Q4 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Steward Partners Investment Advisory held 101,746 shares of Capital Group Core Equity ETF worth $4.53M as of Q2 2026.
Steward Partners Investment Advisory bought 20,224 Capital Group Core Equity ETF shares in Q2 2026, an estimated $865K.
Capital Group Core Equity ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #595 holding.
Steward Partners Investment Advisory first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.