Cetera Advisor Networks’s Capital Group Core Equity ETF CGUS Stock Holding History

Cetera Advisor Networks’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 Q1	$9.85M	Buy	316,251 +17,286	+6%	+$512K	0.05%	384
2023 Q4	$8.46M	Buy	298,965 +52,931	+22%	+$1.39M	0.05%	397
2023 Q3	$6.18M	Buy	246,034 +173,664	+240%	+$4.5M	0.04%	440
2023 Q2	$1.86M	Buy	72,370 +29,531	+69%	+$721K	0.01%	890
2023 Q1	$1.01M	Buy	42,839 +30,106	+236%	+$702K	0.01%	1227
2022 Q4	$286K	Buy	+12,733	New	+$283K	﹤0.01%	2027

Other funds holding CGUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

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

RJFSA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Advisor Networks's CGUS Position: Q1 2024 in Review

Cetera Advisor Networks increased its Capital Group Core Equity ETF (CGUS) stake by 5.8% in Q1 2024, buying an estimated $512K and bringing the position to 316,251 shares worth $9.85M. The position accounts for 0.05% of the portfolio, ranked #384.

Cetera Advisor Networks first reported a position in CGUS in Q4 2022 and has held it in 6 quarters since. 205 funds tracked by Wall St. Rank hold CGUS as of Q1 2024.

Cetera Advisor Networks held 316,251 shares of Capital Group Core Equity ETF worth $9.85M as of Q1 2024.
Cetera Advisor Networks bought 17,286 Capital Group Core Equity ETF shares in Q1 2024, an estimated $512K.
Capital Group Core Equity ETF made up 0.05% of Cetera Advisor Networks's portfolio in Q1 2024, its #384 holding.
Cetera Advisor Networks first reported a position in Capital Group Core Equity ETF in Q4 2022 and has held it in 6 quarters since.
205 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.