Towneley Capital Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Towneley Capital 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	$311K	Buy	+7,000	New	+$300K	0.06%	34

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Towneley Capital Management's CGUS Position: Q2 2026 in Review

Towneley Capital Management opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 7,000 shares worth $311K. The stake represents 0.06% of the portfolio and ranks #34 among its holdings.

300 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Towneley Capital Management held 7,000 shares of Capital Group Core Equity ETF worth $311K as of Q2 2026.
Capital Group Core Equity ETF was a new Towneley Capital Management position in Q2 2026.
Capital Group Core Equity ETF made up 0.06% of Towneley Capital Management's portfolio in Q2 2026, its #34 holding.
300 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Towneley Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.