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

Cassady Schiller 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
2024
Q4 		$23.6K Hold
675
– – 0.01% 264
2024
Q3 		$23.1K Buy
+675
New +$22.3K 0.01% 260

Other funds holding CGUS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cassady Schiller Wealth Management's CGUS Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Capital Group Core Equity ETF (CGUS) position steady in Q4 2024 at 675 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #264.

Cassady Schiller Wealth Management first reported a position in CGUS in Q3 2024 and has held it in 2 quarters since. 305 funds tracked by Wall St. Rank hold CGUS as of Q4 2024.

  • Cassady Schiller Wealth Management held 675 shares of Capital Group Core Equity ETF worth $23.6K as of Q4 2024.
  • Cassady Schiller Wealth Management left its Capital Group Core Equity ETF share count unchanged in Q4 2024.
  • Capital Group Core Equity ETF made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #264 holding.
  • Cassady Schiller Wealth Management first reported a position in Capital Group Core Equity ETF in Q3 2024 and has held it in 2 quarters since.
  • 305 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.