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Victory Financial Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Victory Financial 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 		$707K Buy
+15,884
New +$680K 0.07% 172
2026
Q1 		– Sell
-9,507
Closed -$382K – 351
2025
Q4 		$382K Buy
+9,507
New +$380K 0.05% 210

Other funds holding CGUS

LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital International Investors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Victory Financial Group's CGUS Position: Q2 2026 in Review

Victory Financial Group opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2026: 15,884 shares worth $707K. The stake represents 0.07% of the portfolio and ranks #172 among its holdings. This is a return to the name: Victory Financial Group previously reported a position in CGUS as recently as Q4 2025.

Victory Financial Group first reported a position in CGUS in Q4 2025 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Victory Financial Group held 15,884 shares of Capital Group Core Equity ETF worth $707K as of Q2 2026.
  • Capital Group Core Equity ETF was a new Victory Financial Group position in Q2 2026.
  • Capital Group Core Equity ETF made up 0.07% of Victory Financial Group's portfolio in Q2 2026, its #172 holding.
  • Victory Financial Group first reported a position in Capital Group Core Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

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