180 Wealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

180 Wealth Advisors’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	$1.55M	Buy	34,897 +1,886	+6%	+$80.7K	0.16%	145
2026 Q1	$1.27M	Buy	33,011 +153	+0.5%	+$6.16K	0.14%	156
2025 Q4	$1.32M	Buy	32,858 +1,118	+4%	+$44.6K	0.15%	143
2025 Q3	$1.26M	Buy	31,740 +471	+2%	+$18.1K	0.15%	138
2025 Q2	$1.15M	Buy	31,269 +398	+1%	+$13.6K	0.16%	132
2025 Q1	$1.03M	Sell	30,871 -705	-2%	-$24.8K	0.16%	132
2024 Q4	$1.1M	Sell	31,576 -88	-0.3%	-$3.08K	0.17%	120
2024 Q3	$1.09M	Buy	31,664 +110	+0.3%	+$3.63K	0.17%	123
2024 Q2	$1.04M	Buy	31,554 +862	+3%	+$26.9K	0.17%	118
2024 Q1	$956K	Buy	30,692 +2,198	+8%	+$65.1K	0.17%	123
2023 Q4	$800K	Buy	28,494 +497	+2%	+$13.1K	0.16%	129
2023 Q3	$703K	Buy	27,997 +754	+3%	+$19.5K	0.16%	136
2023 Q2	$699K	Buy	27,243 +4,611	+20%	+$113K	0.15%	144
2023 Q1	$536K	Buy	22,632 +2,594	+13%	+$60.5K	0.12%	176
2022 Q4	$476K	Buy	+20,038	New	+$445K	0.11%	194

Other funds holding CGUS

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return