Bay Colony Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Bay Colony Advisors’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
2026 Q2	$504K	Buy	11,342 +16	+0.1%	+$685	0.06%	261
2026 Q1	$435K	Sell	11,326 -2,033	-15%	-$81.9K	0.05%	290
2025 Q4	$537K	Buy	13,359 +906	+7%	+$36.2K	0.06%	266
2025 Q3	$492K	Buy	12,453 +116	+0.9%	+$4.45K	0.06%	297
2025 Q2	$456K	Buy	12,337 +30	+0.2%	+$1.02K	0.06%	258
2025 Q1	$410K	Buy	12,307 +4,573	+59%	+$161K	0.06%	274
2024 Q4	$270K	Buy	+7,734	New	+$271K	0.04%	356

Other funds holding CGUS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return