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

Cetera Advisors’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	$36.1M	Buy	1,158,593 +286,273	+33%	+$8.49M	0.28%	74
2023 Q4	$24.7M	Buy	872,320 +20,167	+2%	+$531K	0.34%	65
2023 Q3	$21.4M	Buy	852,153 +86,003	+11%	+$2.23M	0.33%	62
2023 Q2	$19.7M	Buy	766,150 +509,726	+199%	+$12.4M	0.31%	71
2023 Q1	$6.07M	Buy	256,424 +81,630	+47%	+$1.9M	0.1%	210
2022 Q4	$3.93M	Buy	174,794 +157,551	+914%	+$3.5M	0.07%	281
2022 Q3	$351K	Buy	+17,243	New	+$387K	0.01%	919

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Advisors's CGUS Position: Q1 2024 in Review

Cetera Advisors increased its Capital Group Core Equity ETF (CGUS) stake by 33% in Q1 2024, buying an estimated $8.49M and bringing the position to 1,158,593 shares worth $36.1M. The position accounts for 0.28% of the portfolio, ranked #74.

Cetera Advisors first reported a position in CGUS in Q3 2022 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold CGUS as of Q1 2024.

Cetera Advisors held 1,158,593 shares of Capital Group Core Equity ETF worth $36.1M as of Q1 2024.
Cetera Advisors bought 286,273 Capital Group Core Equity ETF shares in Q1 2024, an estimated $8.49M.
Capital Group Core Equity ETF made up 0.28% of Cetera Advisors's portfolio in Q1 2024, its #74 holding.
Cetera Advisors first reported a position in Capital Group Core Equity ETF in Q3 2022 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2024.

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