Annis Gardner Whiting Capital Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Annis Gardner Whiting Capital 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	$33.2K	Hold	862	–	–	0.01%	642
2025 Q4	$34.7K	Buy	862 +128	+17%	+$5.11K	0.01%	583
2025 Q3	$29.1K	Buy	734 +42	+6%	+$1.61K	0.01%	557
2025 Q2	$25.6K	Buy	692 +36	+5%	+$1.23K	0.01%	525
2025 Q1	$22K	Buy	656 +51	+8%	+$1.79K	0.01%	446
2024 Q4	$21.2K	Buy	605 +41	+7%	+$1.44K	0.01%	433
2024 Q3	$19.4K	Buy	+564	New	+$18.6K	0.01%	465

Other funds holding CGUS

LPL Financial San Diego, California $376B 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 $501B 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