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Summit Financial’s Capital Group Core Equity ETF CGUS Stock Holding History

Summit Financial’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 		$2.23M Buy
49,964
+5,117
+11% +$219K 0.02% 610
2026
Q1 		$1.73M Buy
44,847
+9,080
+25% +$366K 0.02% 617
2025
Q4 		$1.44M Buy
35,767
+9,743
+37% +$389K 0.02% 561
2025
Q3 		$1.03M Buy
+26,024
New +$999K 0.02% 649

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Financial's CGUS Position: Q2 2026 in Review

Summit Financial increased its Capital Group Core Equity ETF (CGUS) stake by 11% in Q2 2026, buying an estimated $219K and bringing the position to 49,964 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #610.

Summit Financial first reported a position in CGUS in Q3 2025 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Summit Financial held 49,964 shares of Capital Group Core Equity ETF worth $2.23M as of Q2 2026.
  • Summit Financial bought 5,117 Capital Group Core Equity ETF shares in Q2 2026, an estimated $219K.
  • Capital Group Core Equity ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #610 holding.
  • Summit Financial first reported a position in Capital Group Core Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.