United Advisor Group’s Capital Group Core Equity ETF CGUS Stock Holding History

United Advisor Group’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	$503K	Sell	11,314 -52	-0.5%	-$2.23K	0.05%	317
2026 Q1	$437K	Sell	11,366 -19	-0.2%	-$765	0.05%	319
2025 Q4	$458K	Buy	11,385 +639	+6%	+$25.5K	0.06%	293
2025 Q3	$425K	Buy	10,746 +17	+0.2%	+$653	0.06%	292
2025 Q2	$396K	Buy	10,729 +255	+2%	+$8.69K	0.07%	266
2025 Q1	$350K	Hold	10,474	–	–	0.07%	251
2024 Q4	$366K	Buy	10,474 +13	+0.1%	+$456	0.07%	255
2024 Q3	$359K	Buy	+10,461	New	+$346K	0.08%	248

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

United Advisor Group's CGUS Position: Q2 2026 in Review

United Advisor Group reduced its Capital Group Core Equity ETF (CGUS) stake by 0.46% in Q2 2026, selling an estimated $2.23K and leaving 11,314 shares worth $503K. The position accounts for 0.05% of the portfolio, ranked #317.

United Advisor Group first reported a position in CGUS in Q3 2024 and has held it in 8 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

United Advisor Group held 11,314 shares of Capital Group Core Equity ETF worth $503K as of Q2 2026.
United Advisor Group sold 52 Capital Group Core Equity ETF shares in Q2 2026, an estimated $2.23K.
Capital Group Core Equity ETF made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #317 holding.
United Advisor Group first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.