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TKG Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

TKG Advisors’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 		$657K Sell
14,777
-2,496
-14% -$107K 0.23% 69
2026
Q1 		$664K Buy
17,273
+698
+4% +$28.1K 0.27% 58
2025
Q4 		$667K Buy
16,575
+991
+6% +$39.6K 0.27% 57
2025
Q3 		$616K Sell
15,584
-352
-2% -$13.5K 0.26% 59
2025
Q2 		$589K Buy
15,936
+1,986
+14% +$67.7K 0.26% 56
2025
Q1 		$466K Sell
13,950
-931
-6% -$32.7K 0.23% 63
2024
Q4 		$540K Sell
14,881
-244
-2% -$8.55K 0.25% 59
2024
Q3 		$518K Sell
15,125
-554
-4% -$18.3K 0.26% 60
2024
Q2 		$506K Sell
15,679
-380
-2% -$11.9K 0.27% 63
2024
Q1 		$500K Sell
16,059
-7,041
-30% -$209K 0.28% 68
2023
Q4 		$654K Sell
23,100
-2,030
-8% -$53.5K 0.39% 52
2023
Q3 		$631K Buy
25,130
+866
+4% +$22.4K 0.42% 54
2023
Q2 		$623K Sell
24,264
-3,832
-14% -$93.6K 0.41% 50
2023
Q1 		$666K Sell
28,096
-1,254
-4% -$29.3K 0.41% 51
2022
Q4 		$659K Buy
+29,350
New +$652K 0.43% 52

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

TKG Advisors's CGUS Position: Q2 2026 in Review

TKG Advisors reduced its Capital Group Core Equity ETF (CGUS) stake by 14% in Q2 2026, selling an estimated $107K and leaving 14,777 shares worth $657K. The position accounts for 0.23% of the portfolio, ranked #69.

TKG Advisors first reported a position in CGUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $667K in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • TKG Advisors held 14,777 shares of Capital Group Core Equity ETF worth $657K as of Q2 2026.
  • TKG Advisors sold 2,496 Capital Group Core Equity ETF shares in Q2 2026, an estimated $107K.
  • Capital Group Core Equity ETF made up 0.23% of TKG Advisors's portfolio in Q2 2026, its #69 holding.
  • TKG Advisors first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • TKG Advisors's Capital Group Core Equity ETF position peaked at $667K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on TKG Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.