AWM
CGUS icon

Avior Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Avior Wealth Management’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
Q4 		– Sell
-5,704
Closed -$226K – 747
2025
Q3 		$226K Buy
5,704
+14
+0.2% +$538 0.01% 675
2025
Q2 		$210K Buy
+5,690
New +$194K 0.01% 659

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Avior Wealth Management's CGUS Position: Q4 2025 in Review

Avior Wealth Management sold out of Capital Group Core Equity ETF (CGUS) in Q4 2025, closing a stake of 5,704 shares — an estimated $226K sold.

Avior Wealth Management first reported a position in CGUS in Q2 2025 and held it in 2 quarters. The position peaked at $226K in Q3 2025. 396 funds tracked by Wall St. Rank hold CGUS as of Q4 2025.

  • Avior Wealth Management reported no remaining Capital Group Core Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 5,704 Capital Group Core Equity ETF shares in Q4 2025, an estimated $226K.
  • Avior Wealth Management first reported a position in Capital Group Core Equity ETF in Q2 2025 and held it in 2 quarters.
  • Avior Wealth Management's Capital Group Core Equity ETF position peaked at $226K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.