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American Portfolios Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

American Portfolios 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
2022
Q3 		$5.09K Hold
250
– – ﹤0.01% 2807
2022
Q2 		$5.43K Buy
+250
New +$5.86K ﹤0.01% 2799

Other funds holding CGUS

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

American Portfolios Advisors's CGUS Position: Q3 2022 in Review

American Portfolios Advisors held its Capital Group Core Equity ETF (CGUS) position steady in Q3 2022 at 250 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2807.

American Portfolios Advisors first reported a position in CGUS in Q2 2022 and has held it in 2 quarters since. The position peaked at $5.43K in Q2 2022. 67 funds tracked by Wall St. Rank hold CGUS as of Q3 2022.

  • American Portfolios Advisors held 250 shares of Capital Group Core Equity ETF worth $5.09K as of Q3 2022.
  • American Portfolios Advisors left its Capital Group Core Equity ETF share count unchanged in Q3 2022.
  • Capital Group Core Equity ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2807 holding.
  • American Portfolios Advisors first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 2 quarters since.
  • American Portfolios Advisors's Capital Group Core Equity ETF position peaked at $5.43K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.