Worth Financial Advisory Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Worth Financial Advisory Group’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	$308K	Buy	6,932 +5,179	+295%	+$222K	0.13%	150
2026 Q1	$312K	Sell	1,753 -6,327	-78%	-$255K	0.14%	45
2025 Q4	$325K	Buy	8,080 +19	+0.2%	+$759	0.16%	139
2025 Q3	$319K	Sell	8,061 -3,074	-28%	-$118K	0.18%	115
2025 Q2	$411K	Buy	11,135 +28	+0.3%	+$954	0.25%	97
2025 Q1	$371K	Buy	11,107 +5,003	+82%	+$176K	0.24%	102
2024 Q4	$213K	Buy	6,104 +15	+0.2%	+$526	0.13%	149
2024 Q3	$209K	Buy	+6,089	New	+$201K	0.12%	159

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

Worth Financial Advisory Group's CGUS Position: Q2 2026 in Review

Worth Financial Advisory Group increased its Capital Group Core Equity ETF (CGUS) stake by 295% in Q2 2026, buying an estimated $222K and bringing the position to 6,932 shares worth $308K. The position accounts for 0.13% of the portfolio, ranked #150.

Worth Financial Advisory Group first reported a position in CGUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $411K in Q2 2025. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Worth Financial Advisory Group held 6,932 shares of Capital Group Core Equity ETF worth $308K as of Q2 2026.
Worth Financial Advisory Group bought 5,179 Capital Group Core Equity ETF shares in Q2 2026, an estimated $222K.
Capital Group Core Equity ETF made up 0.13% of Worth Financial Advisory Group's portfolio in Q2 2026, its #150 holding.
Worth Financial Advisory Group first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 8 quarters since.
Worth Financial Advisory Group's Capital Group Core Equity ETF position peaked at $411K in Q2 2025.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.