Summit Investment Advisory Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Summit Investment Advisory Services’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	$22.4M	Buy	502,993 +20,612	+4%	+$882K	5.61%	8
2026 Q1	$18.5M	Sell	482,381 -252,295	-34%	-$10.2M	6.88%	6
2025 Q4	$29.6M	Buy	734,676 +30,892	+4%	+$1.23M	11.16%	3
2025 Q3	$27.8M	Buy	703,784 +32,736	+5%	+$1.26M	11.08%	3
2025 Q2	$24.8M	Buy	671,048 +37,157	+6%	+$1.27M	10.78%	3
2025 Q1	$21.2M	Buy	633,891 +2,924	+0.5%	+$103K	10.38%	5
2024 Q4	$22.1M	Buy	630,967 +27,498	+5%	+$964K	11.38%	4
2024 Q3	$20.7M	Buy	+603,469	New	+$19.9M	10.97%	4
2024 Q2	–	Sell	-571,128	Closed	-$17.8M	–	48
2024 Q1	$17.8M	Sell	571,128 -25,588	-4%	-$758K	10.54%	4
2023 Q4	$16.9M	Buy	596,716 +11,536	+2%	+$304K	10.63%	4
2023 Q3	$14.7M	Sell	585,180 -162,487	-22%	-$4.21M	10.89%	4
2023 Q2	$19.2M	Sell	747,667 -14,603	-2%	-$357K	12.7%	3
2023 Q1	$18.1M	Buy	762,270 +751,457	+6,950%	+$17.5M	12.85%	4
2022 Q4	$243K	Buy	+10,813	New	+$240K	0.29%	42

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

Summit Investment Advisory Services's CGUS Position: Q2 2026 in Review

Summit Investment Advisory Services increased its Capital Group Core Equity ETF (CGUS) stake by 4.3% in Q2 2026, buying an estimated $882K and bringing the position to 502,993 shares worth $22.4M. The position accounts for 5.61% of the portfolio, ranked #8.

Summit Investment Advisory Services first reported a position in CGUS in Q4 2022 and has held it in 14 quarters since. The position peaked at $29.6M in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Summit Investment Advisory Services held 502,993 shares of Capital Group Core Equity ETF worth $22.4M as of Q2 2026.
Summit Investment Advisory Services bought 20,612 Capital Group Core Equity ETF shares in Q2 2026, an estimated $882K.
Capital Group Core Equity ETF made up 5.61% of Summit Investment Advisory Services's portfolio in Q2 2026, its #8 holding.
Summit Investment Advisory Services first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 14 quarters since.
Summit Investment Advisory Services's Capital Group Core Equity ETF position peaked at $29.6M in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.