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

AA Financial 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 Q1	$20.6M	Buy	536,231 +111,851	+26%	+$4.5M	2.9%	5
2025 Q4	$17.1M	Buy	424,380 +23,038	+6%	+$920K	3.16%	6
2025 Q3	$15.9M	Buy	401,342 +19,962	+5%	+$766K	3.12%	6
2025 Q2	$14.1M	Sell	381,380 -1,885	-0.5%	-$64.2K	3.04%	6
2025 Q1	$12.8M	Buy	383,265 +66,733	+21%	+$2.34M	3.12%	6
2024 Q4	$11.1M	Buy	316,532 +48,951	+18%	+$1.72M	2.95%	5
2024 Q3	$9.17M	Buy	267,581 +75,449	+39%	+$2.49M	2.66%	5
2024 Q2	$6.2M	Buy	192,132 +88,387	+85%	+$2.76M	2.18%	12
2024 Q1	$3.23M	Buy	103,745 +18,840	+22%	+$558K	1.3%	26
2023 Q4	$2.4M	Buy	+84,905	New	+$2.24M	1.6%	20

Other funds holding CGUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return