AFM
CGUS icon

Armstrong Fleming & Moore’s Capital Group Core Equity ETF CGUS Stock Holding History

Armstrong Fleming & Moore’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 		$1.91M Buy
49,688
+3,809
+8% +$153K 0.81% 25
2025
Q4 		$1.85M Buy
45,879
+3,772
+9% +$151K 0.85% 23
2025
Q3 		$1.66M Sell
42,107
-334
-0.8% -$12.8K 0.8% 24
2025
Q2 		$1.57M Buy
+42,441
New +$1.45M 0.85% 22
2025
Q1 		– Sell
-38,130
Closed -$1.33M – 96
2024
Q4 		$1.33M Buy
38,130
+5,420
+17% +$190K 0.81% 24
2024
Q3 		$1.12M Buy
32,710
+4,167
+15% +$138K 0.65% 27
2024
Q2 		$921K Sell
28,543
-741
-3% -$23.1K 0.59% 34
2024
Q1 		$912K Buy
29,284
+4,597
+19% +$136K 0.63% 36
2023
Q4 		$699K Buy
24,687
+9,951
+68% +$262K 0.53% 37
2023
Q3 		$370K Buy
14,736
+1,175
+9% +$30.5K 0.36% 59
2023
Q2 		$348K Buy
+13,561
New +$331K 0.32% 64

Other funds holding CGUS

LPL Financial
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
CGPCS
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