AA Financial Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.1M Sell
381,380
-1,885
-0.5% -$69.6K 3.04% 6
2025
Q1
$12.8M Buy
383,265
+66,733
+21% +$2.23M 3.12% 6
2024
Q4
$11.1M Buy
316,532
+48,951
+18% +$1.71M 2.95% 5
2024
Q3
$9.17M Buy
267,581
+75,449
+39% +$2.59M 2.66% 5
2024
Q2
$6.2M Buy
192,132
+88,387
+85% +$2.85M 2.18% 12
2024
Q1
$3.23M Buy
103,745
+18,840
+22% +$587K 1.3% 26
2023
Q4
$2.4M Buy
+84,905
New +$2.4M 1.6% 20