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

Atria Wealth Solutions’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
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	0.14%	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

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's CGUS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Capital Group Core Equity ETF (CGUS) stake by 20% in Q2 2025, selling an estimated $2.42M and leaving 288,796 shares worth $10.7M. The position accounts for 0.24% of the portfolio, ranked #92.

Atria Wealth Solutions first reported a position in CGUS in Q1 2022 and has held it in 14 quarters since. The position peaked at $12.1M in Q4 2024. 335 funds tracked by Wall St. Rank hold CGUS as of Q2 2025.

Atria Wealth Solutions held 288,796 shares of Capital Group Core Equity ETF worth $10.7M as of Q2 2025.
Atria Wealth Solutions sold 71,151 Capital Group Core Equity ETF shares in Q2 2025, an estimated $2.42M.
Capital Group Core Equity ETF made up 0.24% of Atria Wealth Solutions's portfolio in Q2 2025, its #92 holding.
Atria Wealth Solutions first reported a position in Capital Group Core Equity ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Capital Group Core Equity ETF position peaked at $12.1M in Q4 2024.
335 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.