Cedar Brook Financial Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Cedar Brook Financial Partners’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 Q2	–	Sell	-56,751	Closed	-$1.77M	–	80
2024 Q1	$1.77M	Buy	56,751 +1,149	+2%	+$34.1K	0.35%	66
2023 Q4	$1.57M	Sell	55,602 -340	-0.6%	-$8.96K	0.35%	70
2023 Q3	$1.4M	Buy	55,942 +178	+0.3%	+$4.61K	0.37%	67
2023 Q2	$1.43M	Buy	55,764 +1,178	+2%	+$28.8K	0.34%	74
2023 Q1	$1.29M	Buy	54,586 +5,596	+11%	+$131K	0.33%	78
2022 Q4	$1.1M	Buy	48,990 +12,739	+35%	+$283K	0.31%	84
2022 Q3	$739K	Buy	36,251 +11,252	+45%	+$253K	0.24%	108
2022 Q2	$543K	Buy	+24,999	New	+$586K	0.17%	151

Other funds holding CGUS

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

LPL Financial San Diego, California $377B AUM 19.32% 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cedar Brook Financial Partners's CGUS Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Capital Group Core Equity ETF (CGUS) in Q2 2024, closing a stake of 56,751 shares — an estimated $1.77M sold.

Cedar Brook Financial Partners first reported a position in CGUS in Q2 2022 and held it in 8 quarters. The position peaked at $1.77M in Q1 2024. 246 funds tracked by Wall St. Rank hold CGUS as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Capital Group Core Equity ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 56,751 Capital Group Core Equity ETF shares in Q2 2024, an estimated $1.77M.
Cedar Brook Financial Partners first reported a position in Capital Group Core Equity ETF in Q2 2022 and held it in 8 quarters.
Cedar Brook Financial Partners's Capital Group Core Equity ETF position peaked at $1.77M in Q1 2024.
246 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.