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

Swisher Financial Concepts’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	$208K	Sell	4,683 -4,257	-48%	-$182K	0.13%	68
2026 Q1	$343K	Sell	8,940 -7,392	-45%	-$298K	0.19%	65
2025 Q4	$657K	Sell	16,332 -857	-5%	-$34.2K	0.37%	42
2025 Q3	$680K	Sell	17,189 -7,892	-31%	-$303K	0.41%	40
2025 Q2	$926K	Sell	25,081 -4,101	-14%	-$140K	0.6%	30
2025 Q1	$975K	Buy	29,182 +17,552	+151%	+$617K	0.81%	22
2024 Q4	$407K	Sell	11,630 -24,588	-68%	-$862K	0.48%	35
2024 Q3	$1.23M	Buy	36,218 +5,527	+18%	+$183K	0.77%	22
2024 Q2	$997K	Buy	30,691 +8,467	+38%	+$264K	1.01%	17
2024 Q1	$686K	Buy	22,224 +4,312	+24%	+$128K	0.6%	26
2023 Q4	$504K	Buy	+17,912	New	+$472K	0.49%	35

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

Swisher Financial Concepts's CGUS Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Capital Group Core Equity ETF (CGUS) stake by 48% in Q2 2026, selling an estimated $182K and leaving 4,683 shares worth $208K. The position accounts for 0.13% of the portfolio, ranked #68.

Swisher Financial Concepts first reported a position in CGUS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q3 2024. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Swisher Financial Concepts held 4,683 shares of Capital Group Core Equity ETF worth $208K as of Q2 2026.
Swisher Financial Concepts sold 4,257 Capital Group Core Equity ETF shares in Q2 2026, an estimated $182K.
Capital Group Core Equity ETF made up 0.13% of Swisher Financial Concepts's portfolio in Q2 2026, its #68 holding.
Swisher Financial Concepts first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 11 quarters since.
Swisher Financial Concepts's Capital Group Core Equity ETF position peaked at $1.23M in Q3 2024.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.