Wealthcare Advisory Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Wealthcare Advisory Partners’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	$6.16M	Sell	138,584 -16,485	-11%	-$705K	0.12%	151
2026 Q1	$5.96M	Sell	155,069 -3,371	-2%	-$136K	0.12%	159
2025 Q4	$6.37M	Sell	158,440 -113,170	-42%	-$4.52M	0.13%	145
2025 Q3	$10.7M	Buy	271,610 +7,244	+3%	+$278K	0.22%	95
2025 Q2	$9.76M	Buy	264,366 +29,854	+13%	+$1.02M	0.22%	88
2025 Q1	$7.83M	Buy	234,512 +755	+0.3%	+$26.5K	0.21%	89
2024 Q4	$8.17M	Buy	233,757 +3,590	+2%	+$126K	0.23%	87
2024 Q3	$7.89M	Sell	230,167 -3,405	-1%	-$112K	0.22%	86
2024 Q2	$7.53M	Buy	233,572 +12,284	+6%	+$384K	0.24%	75
2024 Q1	$6.9M	Sell	221,288 -6,479	-3%	-$192K	0.23%	79
2023 Q4	$6.45M	Buy	227,767 +70,712	+45%	+$1.86M	0.26%	70
2023 Q3	$3.94M	Buy	157,055 +113,567	+261%	+$2.94M	0.18%	96
2023 Q2	$1.12M	Buy	43,488 +6,204	+17%	+$152K	0.05%	264
2023 Q1	$883K	Buy	+37,284	New	+$870K	0.04%	314

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

Wealthcare Advisory Partners's CGUS Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Capital Group Core Equity ETF (CGUS) stake by 11% in Q2 2026, selling an estimated $705K and leaving 138,584 shares worth $6.16M. The position accounts for 0.12% of the portfolio, ranked #151.

Wealthcare Advisory Partners first reported a position in CGUS in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.7M in Q3 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Wealthcare Advisory Partners held 138,584 shares of Capital Group Core Equity ETF worth $6.16M as of Q2 2026.
Wealthcare Advisory Partners sold 16,485 Capital Group Core Equity ETF shares in Q2 2026, an estimated $705K.
Capital Group Core Equity ETF made up 0.12% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #151 holding.
Wealthcare Advisory Partners first reported a position in Capital Group Core Equity ETF in Q1 2023 and has held it in 14 quarters since.
Wealthcare Advisory Partners's Capital Group Core Equity ETF position peaked at $10.7M in Q3 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.