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Bill Few Associates’s Capital Group Core Equity ETF CGUS Stock Holding History

Bill Few Associates’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 		$1.72M Buy
38,635
+4,940
+15% +$211K 0.37% 66
2026
Q1 		$1.29M Buy
33,695
+4,212
+14% +$170K 0.31% 70
2025
Q4 		$1.19M Buy
29,483
+3,358
+13% +$134K 0.29% 72
2025
Q3 		$1.03M Buy
26,125
+1,643
+7% +$63.1K 0.27% 75
2025
Q2 		$904K Buy
24,482
+3,851
+19% +$131K 0.26% 77
2025
Q1 		$689K Buy
20,631
+948
+5% +$33.3K 0.25% 81
2024
Q4 		$688K Buy
19,683
+1,906
+11% +$66.8K 0.24% 78
2024
Q3 		$609K Sell
17,777
-45
-0.3% -$1.49K 0.22% 83
2024
Q2 		$575K Buy
17,822
+380
+2% +$11.9K 0.22% 85
2024
Q1 		$543K Buy
17,442
+875
+5% +$25.9K 0.22% 79
2023
Q4 		$469K Hold
16,567
– – 0.21% 89
2023
Q3 		$416K Sell
16,567
-225
-1% -$5.83K 0.22% 83
2023
Q2 		$431K Sell
16,792
-85
-0.5% -$2.08K 0.22% 80
2023
Q1 		$400K Buy
16,877
+1,320
+8% +$30.8K 0.22% 82
2022
Q4 		$349K Buy
+15,557
New +$346K 0.21% 89

Other funds holding CGUS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return