Total Clarity Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Total Clarity Wealth Management’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	$572K	Sell	12,855 -373	-3%	-$16K	0.11%	188
2026 Q1	$508K	Buy	13,228 +100	+0.8%	+$4.03K	0.12%	178
2025 Q4	$528K	Sell	13,128 -101	-0.8%	-$4.03K	0.13%	166
2025 Q3	$523K	Sell	13,229 -264	-2%	-$10.1K	0.14%	164
2025 Q2	$498K	Sell	13,493 -333	-2%	-$11.3K	0.14%	156
2025 Q1	$483K	Sell	13,826 -2,200	-14%	-$77.3K	0.16%	152
2024 Q4	$560K	Buy	16,026 +495	+3%	+$17.3K	0.18%	137
2024 Q3	$532K	Buy	15,531 +2,929	+23%	+$96.8K	0.17%	139
2024 Q2	$406K	Buy	12,602 +2,785	+28%	+$87K	0.14%	154
2024 Q1	$306K	Buy	+9,817	New	+$291K	0.11%	201

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

Total Clarity Wealth Management's CGUS Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Capital Group Core Equity ETF (CGUS) stake by 2.8% in Q2 2026, selling an estimated $16K and leaving 12,855 shares worth $572K. The position accounts for 0.11% of the portfolio, ranked #188.

Total Clarity Wealth Management first reported a position in CGUS in Q1 2024 and has held it in 10 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Total Clarity Wealth Management held 12,855 shares of Capital Group Core Equity ETF worth $572K as of Q2 2026.
Total Clarity Wealth Management sold 373 Capital Group Core Equity ETF shares in Q2 2026, an estimated $16K.
Capital Group Core Equity ETF made up 0.11% of Total Clarity Wealth Management's portfolio in Q2 2026, its #188 holding.
Total Clarity Wealth Management first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.