Valmark Advisers’s Capital Group Core Equity ETF CGUS Stock Holding History

Valmark Advisers’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	$60.9M	Buy	1,369,821 +36,692	+3%	+$1.57M	0.65%	33
2026 Q1	$51.2M	Buy	1,333,129 +668,137	+100%	+$26.9M	0.61%	35
2025 Q4	$26.8M	Buy	664,992 +186,768	+39%	+$7.46M	0.33%	50
2025 Q3	$18.9M	Buy	478,224 +75,660	+19%	+$2.91M	0.24%	59
2025 Q2	$14.9M	Buy	402,564 +25,597	+7%	+$872K	0.21%	62
2025 Q1	$12.6M	Buy	376,967 +101,787	+37%	+$3.58M	0.19%	63
2024 Q4	$9.62M	Buy	275,180 +42,849	+18%	+$1.5M	0.15%	73
2024 Q3	$7.96M	Buy	232,331 +15,300	+7%	+$505K	0.12%	77
2024 Q2	$7M	Buy	217,031 +20,793	+11%	+$649K	0.12%	75
2024 Q1	$6.11M	Buy	196,238 +43,045	+28%	+$1.28M	0.11%	84
2023 Q4	$4.34M	Buy	153,193 +136,659	+827%	+$3.6M	0.08%	96
2023 Q3	$415K	Buy	16,534 +218	+1%	+$5.65K	0.01%	350
2023 Q2	$419K	Buy	16,316 +5,678	+53%	+$139K	0.01%	358
2023 Q1	$252K	Buy	10,638 +228	+2%	+$5.32K	0.01%	424
2022 Q4	$234K	Buy	+10,410	New	+$231K	0.01%	406

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

Valmark Advisers's CGUS Position: Q2 2026 in Review

Valmark Advisers increased its Capital Group Core Equity ETF (CGUS) stake by 2.8% in Q2 2026, buying an estimated $1.57M and bringing the position to 1,369,821 shares worth $60.9M. The position accounts for 0.65% of the portfolio, ranked #33.

Valmark Advisers first reported a position in CGUS in Q4 2022 and has held it in 15 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Valmark Advisers held 1,369,821 shares of Capital Group Core Equity ETF worth $60.9M as of Q2 2026.
Valmark Advisers bought 36,692 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.57M.
Capital Group Core Equity ETF made up 0.65% of Valmark Advisers's portfolio in Q2 2026, its #33 holding.
Valmark Advisers first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 15 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.