Atria Wealth Solutions’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.7M	Sell	288,796 -71,151	-20%	-$2.42M	0.24%	92
2025 Q1	$12.1M	Buy	359,947 +13,352	+4%	+$469K	0.15%	151
2024 Q4	$12.1M	Buy	346,595 +19,180	+6%	+$672K	0.13%	162
2024 Q3	$11.2M	Buy	327,415 +40,569	+14%	+$1.34M	0.12%	176
2024 Q2	$9.27M	Buy	286,846 +32,596	+13%	+$1.02M	0.1%	205
2024 Q1	$7.94M	Buy	254,250 +38,900	+18%	+$1.15M	0.09%	237
2023 Q4	$6.11M	Buy	215,350 +67,012	+45%	+$1.77M	0.08%	256
2023 Q3	$3.73M	Buy	148,338 +65,441	+79%	+$1.7M	0.05%	367
2023 Q2	$2.13M	Buy	82,897 +6,637	+9%	+$162K	0.03%	544
2023 Q1	$1.81M	Buy	76,260 +41,872	+122%	+$977K	0.03%	575
2022 Q4	$773K	Buy	34,388 +8,669	+34%	+$193K	0.01%	877
2022 Q3	$524K	Buy	25,719 +16,411	+176%	+$369K	0.01%	995
2022 Q2	$202K	Sell	9,308 -9,716	-51%	-$228K	﹤0.01%	1461
2022 Q1	$490K	Buy	+19,024	New	+$477K	0.01%	1081