U.S. Capital Wealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

U.S. Capital Wealth 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 Q1	$1.05M	Buy	27,407 +882	+3%	+$35.5K	0.03%	499
2025 Q4	$1.07M	Buy	26,525 +870	+3%	+$34.7K	0.03%	470
2025 Q3	$1.01M	Buy	25,655 +2,864	+13%	+$110K	0.03%	466
2025 Q2	$842K	Buy	22,791 +8,298	+57%	+$283K	0.02%	466
2025 Q1	$484K	Buy	+14,493	New	+$509K	0.01%	597

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

U.S. Capital Wealth Advisors's CGUS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 3.3% in Q1 2026, buying an estimated $35.5K and bringing the position to 27,407 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #499.

U.S. Capital Wealth Advisors first reported a position in CGUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q4 2025. 410 funds tracked by Wall St. Rank hold CGUS as of Q1 2026.

U.S. Capital Wealth Advisors held 27,407 shares of Capital Group Core Equity ETF worth $1.05M as of Q1 2026.
U.S. Capital Wealth Advisors bought 882 Capital Group Core Equity ETF shares in Q1 2026, an estimated $35.5K.
Capital Group Core Equity ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #499 holding.
U.S. Capital Wealth Advisors first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 5 quarters since.
U.S. Capital Wealth Advisors's Capital Group Core Equity ETF position peaked at $1.07M in Q4 2025.
410 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.