Strategic Blueprint’s Capital Group Core Equity ETF CGUS Stock Holding History

Strategic Blueprint’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	$15.1M	Buy	338,547 +6,589	+2%	+$282K	0.75%	28
2026 Q1	$12.8M	Buy	331,958 +16,918	+5%	+$681K	0.74%	28
2025 Q4	$12.7M	Sell	315,040 -549,412	-64%	-$21.9M	0.75%	26
2025 Q3	$34.2M	Buy	864,452 +217,061	+34%	+$8.33M	1.49%	9
2025 Q2	$23.9M	Buy	647,391 +51,544	+9%	+$1.76M	1.17%	14
2025 Q1	$19.9M	Buy	595,847 +80,463	+16%	+$2.83M	1.09%	15
2024 Q4	$18M	Buy	515,384 +95,248	+23%	+$3.34M	1.07%	18
2024 Q3	$14.4M	Buy	420,136 +59,433	+16%	+$1.96M	0.9%	22
2024 Q2	$11.6M	Buy	360,703 +9,170	+3%	+$286K	0.79%	23
2024 Q1	$11M	Buy	351,533 +29,786	+9%	+$883K	0.78%	25
2023 Q4	$9.11M	Buy	321,747 +28,761	+10%	+$758K	0.75%	28
2023 Q3	$7.36M	Buy	292,986 +817	+0.3%	+$21.2K	0.68%	33
2023 Q2	$7.5M	Sell	292,169 -87,775	-23%	-$2.14M	0.71%	34
2023 Q1	$9M	Buy	379,944 +58,367	+18%	+$1.36M	0.93%	24
2022 Q4	$7.22M	Buy	321,577 +41,992	+15%	+$933K	0.84%	24
2022 Q3	$5.7M	Buy	279,585 +65,857	+31%	+$1.48M	0.68%	31
2022 Q2	$4.64M	Buy	213,728 +197,728	+1,236%	+$4.64M	0.57%	33
2022 Q1	$412K	Buy	+16,000	New	+$401K	0.05%	318

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

Strategic Blueprint's CGUS Position: Q2 2026 in Review

Strategic Blueprint increased its Capital Group Core Equity ETF (CGUS) stake by 2% in Q2 2026, buying an estimated $282K and bringing the position to 338,547 shares worth $15.1M. The position accounts for 0.75% of the portfolio, ranked #28.

Strategic Blueprint first reported a position in CGUS in Q1 2022 and has held it in 18 quarters since. The position peaked at $34.2M in Q3 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Strategic Blueprint held 338,547 shares of Capital Group Core Equity ETF worth $15.1M as of Q2 2026.
Strategic Blueprint bought 6,589 Capital Group Core Equity ETF shares in Q2 2026, an estimated $282K.
Capital Group Core Equity ETF made up 0.75% of Strategic Blueprint's portfolio in Q2 2026, its #28 holding.
Strategic Blueprint first reported a position in Capital Group Core Equity ETF in Q1 2022 and has held it in 18 quarters since.
Strategic Blueprint's Capital Group Core Equity ETF position peaked at $34.2M in Q3 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.