SG
CGUS icon

StoneX Group’s Capital Group Core Equity ETF CGUS Stock Holding History

StoneX Group’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 		$550K Buy
14,284
+4,936
+53% +$199K 0.03% 397
2025
Q4 		$376K Sell
9,348
-4,061
-30% -$162K 0.02% 617
2025
Q3 		$531K Buy
13,409
+4,317
+47% +$166K 0.02% 512
2025
Q2 		$337K Sell
9,092
-1,474
-14% -$50.2K 0.02% 619
2025
Q1 		$354K Buy
10,566
+1,661
+19% +$58.4K 0.02% 565
2024
Q4 		$311K Buy
+8,905
New +$312K 0.02% 591
2024
Q3 		– Sell
-9,892
Closed -$320K – 401
2024
Q2 		$320K Buy
+9,892
New +$309K 0.15% 197

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return