BOLTON SECURITIES CORPORATION’s Capital Group Core Equity ETF CGUS Stock Holding History

BOLTON SECURITIES CORPORATION’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	$243K	Buy	5,458 +1,646	+43%	+$73.8K	0.01%	827
2026 Q2	$170K	Buy	3,812 +1,400	+58%	+$59.9K	0.01%	943
2026 Q1	$92.7K	Buy	+2,412	New	+$97.1K	﹤0.01%	1047
2025 Q3	$83K	Buy	+2,100	New	+$80.6K	﹤0.01%	1031
2025 Q1	$33.4K	Buy	+1,000	New	+$35.1K	﹤0.01%	1157

Other funds holding CGUS

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

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

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CGUS Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Capital Group Core Equity ETF (CGUS) stake by 43% in Q3 2026, buying an estimated $73.8K and bringing the position to 5,458 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #827.

BOLTON SECURITIES CORPORATION first reported a position in CGUS in Q1 2025 and has held it in 5 quarters since. 359 funds tracked by Wall St. Rank hold CGUS as of Q3 2026.

BOLTON SECURITIES CORPORATION held 5,458 shares of Capital Group Core Equity ETF worth $243K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 1,646 Capital Group Core Equity ETF shares in Q3 2026, an estimated $73.8K.
Capital Group Core Equity ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #827 holding.
BOLTON SECURITIES CORPORATION first reported a position in Capital Group Core Equity ETF in Q1 2025 and has held it in 5 quarters since.
359 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.