Avantax Advisory Services’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 | $4.27M | Buy |
115,626
+21,942
| +23% | +$810K | 0.02% | 500 |
|
|
2025
Q1 | $3.13M | Buy |
93,684
+2,037
| +2% | +$68K | 0.02% | 567 |
|
|
2024
Q4 | $3.2M | Buy |
91,647
+26,060
| +40% | +$911K | 0.02% | 540 |
|
|
2024
Q3 | $2.25M | Buy |
65,587
+7,848
| +14% | +$269K | 0.01% | 644 |
|
|
2024
Q2 | $1.86M | Buy |
57,739
+8,061
| +16% | +$260K | 0.01% | 689 |
|
|
2024
Q1 | $1.55M | Buy |
49,678
+21,255
| +75% | +$662K | 0.01% | 616 |
|
|
2023
Q4 | $804K | Buy |
28,423
+12,592
| +80% | +$356K | 0.01% | 799 |
|
|
2023
Q3 | $398K | Buy |
+15,831
| New | +$398K | ﹤0.01% | 1049 |
|
|
2022
Q3 | – | Sell |
-18,760
| Closed | -$407K | – | 1337 |
|
|
2022
Q2 | $407K | Buy |
+18,760
| New | +$407K | 0.01% | 871 |
|