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 Q2	$712K	Buy	16,009 +1,725	+12%	+$73.8K	0.03%	442
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	Sell	8,905 -1,357	-13%	-$47.6K	0.02%	591
2024 Q3	$353K	Buy	10,262 +370	+4%	+$12.2K	0.03%	425
2024 Q2	$320K	Buy	+9,892	New	+$309K	0.03%	447

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

StoneX Group's CGUS Position: Q2 2026 in Review

StoneX Group increased its Capital Group Core Equity ETF (CGUS) stake by 12% in Q2 2026, buying an estimated $73.8K and bringing the position to 16,009 shares worth $712K. The position accounts for 0.03% of the portfolio, ranked #442.

StoneX Group first reported a position in CGUS in Q2 2024 and has held it in 9 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

StoneX Group held 16,009 shares of Capital Group Core Equity ETF worth $712K as of Q2 2026.
StoneX Group bought 1,725 Capital Group Core Equity ETF shares in Q2 2026, an estimated $73.8K.
Capital Group Core Equity ETF made up 0.03% of StoneX Group's portfolio in Q2 2026, its #442 holding.
StoneX Group first reported a position in Capital Group Core Equity ETF in Q2 2024 and has held it in 9 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.