Bridgewealth Advisory Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Bridgewealth Advisory Group’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 Q1	$13.7M	Buy	356,156 +26,240	+8%	+$1.06M	2.84%	9
2025 Q4	$13.3M	Buy	329,916 +35,260	+12%	+$1.41M	2.93%	9
2025 Q3	$11.7M	Buy	294,656 +27,487	+10%	+$1.06M	2.7%	10
2025 Q2	$9.87M	Buy	267,169 +81,638	+44%	+$2.78M	2.5%	11
2025 Q1	$6.2M	Sell	185,531 -70,067	-27%	-$2.46M	8.15%	2
2024 Q4	$9.31M	Buy	255,598 +28,257	+12%	+$990K	2.63%	10
2024 Q3	$7.79M	Buy	227,341 +32,521	+17%	+$1.07M	2.83%	11
2024 Q2	$6.28M	Buy	194,820 +38,577	+25%	+$1.2M	2.78%	12
2024 Q1	$4.87M	Buy	156,243 +98,769	+172%	+$2.93M	2.38%	12
2023 Q4	$1.63M	Buy	57,474 +45,504	+380%	+$1.2M	1.25%	20
2023 Q3	$301K	Buy	+11,970	New	+$310K	0.37%	43

Other funds holding CGUS

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return