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Sunbelt Securities’s Capital Group Core Equity ETF CGUS Stock Holding History

Sunbelt Securities’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
Q1 		$8.38M Sell
217,991
-3,114
-1% -$125K 0.53% 37
2025
Q4 		$8.9M Sell
221,105
-1,139
-0.5% -$45.5K 0.59% 31
2025
Q3 		$8.79M Sell
222,244
-18,685
-8% -$717K 0.61% 28
2025
Q2 		$8.43M Buy
240,929
+7,782
+3% +$265K 0.74% 18
2025
Q1 		$7.79M Sell
233,147
-7,782
-3% -$273K 0.7% 24
2024
Q4 		$8.45M Sell
240,929
-6,421
-3% -$225K 0.74% 18
2024
Q3 		$8.48M Sell
247,350
-51,652
-17% -$1.71M 0.83% 17
2024
Q2 		$9.64M Buy
299,002
+56,477
+23% +$1.76M 0.99% 13
2024
Q1 		$7.56M Buy
242,525
+75,188
+45% +$2.23M 0.84% 21
2023
Q4 		$4.74M Buy
167,337
+44,944
+37% +$1.18M 0.6% 34
2023
Q3 		$3.07M Buy
122,393
+49,508
+68% +$1.28M 0.43% 53
2023
Q2 		$1.87M Buy
72,885
+31,438
+76% +$768K 0.27% 81
2023
Q1 		$972K Buy
41,447
+9,474
+30% +$221K 0.16% 145
2022
Q4 		$718K Buy
31,973
+5,697
+22% +$127K 0.14% 178
2022
Q3 		$536K Buy
26,276
+3,955
+18% +$88.8K 0.11% 219
2022
Q2 		$485K Buy
+22,321
New +$523K 0.1% 247

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sunbelt Securities's CGUS Position: Q1 2026 in Review

Sunbelt Securities reduced its Capital Group Core Equity ETF (CGUS) stake by 1.4% in Q1 2026, selling an estimated $125K and leaving 217,991 shares worth $8.38M. The position accounts for 0.53% of the portfolio, ranked #37.

Sunbelt Securities first reported a position in CGUS in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.64M in Q2 2024. 410 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

  • Sunbelt Securities held 217,991 shares of Capital Group Core Equity ETF worth $8.38M as of Q1 2026.
  • Sunbelt Securities sold 3,114 Capital Group Core Equity ETF shares in Q1 2026, an estimated $125K.
  • Capital Group Core Equity ETF made up 0.53% of Sunbelt Securities's portfolio in Q1 2026, its #37 holding.
  • Sunbelt Securities first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • Sunbelt Securities's Capital Group Core Equity ETF position peaked at $9.64M in Q2 2024.
  • 410 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.