Bridgewealth Advisory Group’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
$9.87M Buy
267,169
+81,638
+44% +$3.01M 2.5% 11
2025
Q1
$6.2M Sell
185,531
-70,067
-27% -$2.34M 8.15% 2
2024
Q4
$9.31M Buy
255,598
+28,257
+12% +$1.03M 2.63% 10
2024
Q3
$7.79M Buy
227,341
+32,521
+17% +$1.11M 2.83% 11
2024
Q2
$6.28M Buy
194,820
+38,577
+25% +$1.24M 2.78% 12
2024
Q1
$4.87M Buy
156,243
+98,769
+172% +$3.08M 2.38% 12
2023
Q4
$1.63M Buy
57,474
+45,504
+380% +$1.29M 1.25% 20
2023
Q3
$301K Buy
+11,970
New +$301K 0.37% 43