Stratos Wealth Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Stratos Wealth Partners’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	$3.57M	Buy	80,308 +23	+0%	+$984	0.04%	429
2026 Q1	$3.08M	Buy	80,285 +9,184	+13%	+$370K	0.04%	444
2025 Q4	$2.86M	Buy	71,101 +13,464	+23%	+$538K	0.03%	462
2025 Q3	$2.28M	Buy	57,637 +28,263	+96%	+$1.09M	0.03%	496
2025 Q2	$1.08M	Buy	29,374 +9,960	+51%	+$339K	0.01%	667
2025 Q1	$648K	Buy	19,414 +5,774	+42%	+$203K	0.01%	799
2024 Q4	$477K	Buy	13,640 +1,529	+13%	+$53.6K	0.01%	952
2024 Q3	$415K	Buy	+12,111	New	+$400K	0.01%	1006

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

Stratos Wealth Partners's CGUS Position: Q2 2026 in Review

Stratos Wealth Partners increased its Capital Group Core Equity ETF (CGUS) stake by 0.03% in Q2 2026, buying an estimated $984 and bringing the position to 80,308 shares worth $3.57M. The position accounts for 0.04% of the portfolio, ranked #429.

Stratos Wealth Partners first reported a position in CGUS in Q3 2024 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Stratos Wealth Partners held 80,308 shares of Capital Group Core Equity ETF worth $3.57M as of Q2 2026.
Stratos Wealth Partners bought 23 Capital Group Core Equity ETF shares in Q2 2026, an estimated $984.
Capital Group Core Equity ETF made up 0.04% of Stratos Wealth Partners's portfolio in Q2 2026, its #429 holding.
Stratos Wealth Partners first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.