Atria Wealth Solutions’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 | $10.7M | Sell |
288,796
-71,151
| -20% | -$2.64M | 0.24% | 92 |
|
|
2025
Q1 | $12.1M | Buy |
359,947
+13,352
| +4% | +$447K | 0.14% | 151 |
|
|
2024
Q4 | $12.1M | Buy |
346,595
+19,180
| +6% | +$671K | 0.13% | 162 |
|
|
2024
Q3 | $11.2M | Buy |
327,415
+40,569
| +14% | +$1.39M | 0.12% | 176 |
|
|
2024
Q2 | $9.27M | Buy |
286,846
+32,596
| +13% | +$1.05M | 0.1% | 204 |
|
|
2024
Q1 | $7.94M | Buy |
254,250
+38,900
| +18% | +$1.21M | 0.09% | 236 |
|
|
2023
Q4 | $6.11M | Buy |
215,350
+67,012
| +45% | +$1.9M | 0.08% | 255 |
|
|
2023
Q3 | $3.73M | Buy |
148,338
+65,441
| +79% | +$1.65M | 0.05% | 367 |
|
|
2023
Q2 | $2.13M | Buy |
82,897
+6,637
| +9% | +$171K | 0.03% | 542 |
|
|
2023
Q1 | $1.81M | Buy |
76,260
+41,872
| +122% | +$995K | 0.03% | 574 |
|
|
2022
Q4 | $773K | Buy |
34,388
+8,669
| +34% | +$195K | 0.01% | 875 |
|
|
2022
Q3 | $524K | Buy |
25,719
+16,411
| +176% | +$334K | 0.01% | 992 |
|
|
2022
Q2 | $202K | Sell |
9,308
-9,716
| -51% | -$211K | ﹤0.01% | 1433 |
|
|
2022
Q1 | $490K | Buy |
+19,024
| New | +$490K | 0.01% | 1081 |
|