Centaurus Financial’s Capital Group Core Equity ETF CGUS Stock Holding History

Centaurus Financial’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	$5.78M	Buy	150,545 +5,052	+3%	+$203K	0.27%	81
2025 Q4	$5.85M	Buy	145,493 +2,111	+1%	+$84.3K	0.27%	79
2025 Q3	$5.67M	Buy	143,382 +6,717	+5%	+$258K	0.27%	80
2025 Q2	$5.05M	Buy	136,665 +22,907	+20%	+$780K	0.29%	79
2025 Q1	$3.8M	Buy	113,758 +50,952	+81%	+$1.79M	0.23%	93
2024 Q4	$2.2M	Buy	+62,806	New	+$2.2M	0.13%	155
2023 Q2	–	Sell	-9,166	Closed	-$217K	–	776
2023 Q1	$217K	Hold	9,166	–	–	0.02%	643
2022 Q4	$206K	Buy	9,166 +2,695	+42%	+$59.9K	0.02%	596
2022 Q3	$132K	Hold	6,471	–	–	0.01%	727
2022 Q2	$140K	Buy	+6,471	New	+$152K	0.01%	717

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