Winch Advisory Services’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
Other funds holding CGUS
CGPCS
Winch Advisory Services's CGUS Position: Q2 2026 in Review
Winch Advisory Services increased its Capital Group Core Equity ETF (CGUS) stake by 97% in Q2 2026, buying an estimated $49.4K and bringing the position to 2,348 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #142.
Winch Advisory Services first reported a position in CGUS in Q1 2023 and has held it in 14 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.
- Winch Advisory Services held 2,348 shares of Capital Group Core Equity ETF worth $104K as of Q2 2026.
- Winch Advisory Services bought 1,155 Capital Group Core Equity ETF shares in Q2 2026, an estimated $49.4K.
- Capital Group Core Equity ETF made up 0.02% of Winch Advisory Services's portfolio in Q2 2026, its #142 holding.
- Winch Advisory Services first reported a position in Capital Group Core Equity ETF in Q1 2023 and has held it in 14 quarters since.
- 442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.
Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.