Westside Investment Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Westside Investment Management’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	$20K	Hold	450	–	–	﹤0.01%	923
2026 Q1	$17.3K	Hold	450	–	–	﹤0.01%	953
2025 Q4	$18.1K	Hold	450	–	–	﹤0.01%	907
2025 Q3	$17.8K	Hold	450	–	–	﹤0.01%	926
2025 Q2	$16.6K	Buy	+450	New	+$15.3K	﹤0.01%	748

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

Westside Investment Management's CGUS Position: Q2 2026 in Review

Westside Investment Management held its Capital Group Core Equity ETF (CGUS) position steady in Q2 2026 at 450 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Westside Investment Management first reported a position in CGUS in Q2 2025 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Westside Investment Management held 450 shares of Capital Group Core Equity ETF worth $20K as of Q2 2026.
Westside Investment Management left its Capital Group Core Equity ETF share count unchanged in Q2 2026.
Capital Group Core Equity ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #923 holding.
Westside Investment Management first reported a position in Capital Group Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.