William Mack & Associates’s Capital Group Core Equity ETF CGUS Stock Holding History

William Mack & Associates’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 Q3	$8.94K	Buy	+201	New	+$9.01K	﹤0.01%	412

Other funds holding CGUS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

William Mack & Associates's CGUS Position: Q3 2026 in Review

William Mack & Associates opened a new position in Capital Group Core Equity ETF (CGUS) in Q3 2026: 201 shares worth $8.94K. The stake represents ﹤0.01% of the portfolio and ranks #412 among its holdings.

427 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

William Mack & Associates held 201 shares of Capital Group Core Equity ETF worth $8.94K as of Q3 2026.
Capital Group Core Equity ETF was a new William Mack & Associates position in Q3 2026.
Capital Group Core Equity ETF made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #412 holding.
427 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.