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Waverly Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Waverly 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
Q2 		$3.82M Buy
85,920
+79,811
+1,306% +$3.42M 0.02% 518
2026
Q1 		$235K Buy
+6,109
New +$246K ﹤0.01% 1429

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Waverly Advisors's CGUS Position: Q2 2026 in Review

Waverly Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 1,306% in Q2 2026, buying an estimated $3.42M and bringing the position to 85,920 shares worth $3.82M. The position accounts for 0.02% of the portfolio, ranked #518.

Waverly Advisors first reported a position in CGUS in Q1 2026 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

  • Waverly Advisors held 85,920 shares of Capital Group Core Equity ETF worth $3.82M as of Q2 2026.
  • Waverly Advisors bought 79,811 Capital Group Core Equity ETF shares in Q2 2026, an estimated $3.42M.
  • Capital Group Core Equity ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #518 holding.
  • Waverly Advisors first reported a position in Capital Group Core Equity ETF in Q1 2026 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.