Wealth Enhancement Advisory Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Wealth Enhancement Advisory Services’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	$24.8M	Buy	554,543 +31,509	+6%	+$1.35M	0.04%	377
2026 Q1	$20.3M	Sell	523,034 -177,166	-25%	-$7.13M	0.04%	393
2025 Q4	$28.7M	Buy	700,200 +14,294	+2%	+$571K	0.04%	379
2025 Q3	$27.3M	Buy	685,906 +12,061	+2%	+$463K	0.04%	364
2025 Q2	$25.2M	Sell	673,845 -7,435	-1%	-$253K	0.04%	365
2025 Q1	$22.8M	Buy	681,280 +64,745	+11%	+$2.27M	0.04%	363
2024 Q4	$21.6M	Buy	616,535 +53,873	+10%	+$1.89M	0.04%	358
2024 Q3	$19.3M	Sell	562,662 -13,277	-2%	-$439K	0.04%	361
2024 Q2	$18.6M	Sell	575,939 -12,325	-2%	-$385K	0.04%	342
2024 Q1	$18.3M	Buy	588,264 +6,798	+1%	+$201K	0.05%	342
2023 Q4	$16.5M	Buy	581,466 +52,425	+10%	+$1.38M	0.05%	338
2023 Q3	$13.3M	Buy	+529,041	New	+$13.7M	0.04%	350

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

Wealth Enhancement Advisory Services's CGUS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group Core Equity ETF (CGUS) stake by 6% in Q2 2026, buying an estimated $1.35M and bringing the position to 554,543 shares worth $24.8M. The position accounts for 0.04% of the portfolio, ranked #377.

Wealth Enhancement Advisory Services first reported a position in CGUS in Q3 2023 and has held it in 12 quarters since. The position peaked at $28.7M in Q4 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Wealth Enhancement Advisory Services held 554,543 shares of Capital Group Core Equity ETF worth $24.8M as of Q2 2026.
Wealth Enhancement Advisory Services bought 31,509 Capital Group Core Equity ETF shares in Q2 2026, an estimated $1.35M.
Capital Group Core Equity ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #377 holding.
Wealth Enhancement Advisory Services first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Capital Group Core Equity ETF position peaked at $28.7M in Q4 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.