Strategic Blueprint
CGUS icon

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
Q3 		$15.4M Buy
345,230
+6,683
+2% +$300K 0.75% 26
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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Strategic Blueprint's CGUS Position: Q3 2026 in Review

Strategic Blueprint increased its Capital Group Core Equity ETF (CGUS) stake by 2% in Q3 2026, buying an estimated $300K and bringing the position to 345,230 shares worth $15.4M. The position accounts for 0.75% of the portfolio, ranked #26.

Strategic Blueprint first reported a position in CGUS in Q1 2022 and has held it in 19 quarters since. The position peaked at $34.2M in Q3 2025. 427 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

  • Strategic Blueprint held 345,230 shares of Capital Group Core Equity ETF worth $15.4M as of Q3 2026.
  • Strategic Blueprint bought 6,683 Capital Group Core Equity ETF shares in Q3 2026, an estimated $300K.
  • Capital Group Core Equity ETF made up 0.75% of Strategic Blueprint's portfolio in Q3 2026, its #26 holding.
  • Strategic Blueprint first reported a position in Capital Group Core Equity ETF in Q1 2022 and has held it in 19 quarters since.
  • Strategic Blueprint's Capital Group Core Equity ETF position peaked at $34.2M in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.