Choreo LLC’s Capital Group Core Equity ETF CGUS Stock Holding History

Choreo LLC’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	$2.53M	Sell	65,716 -261	-0.4%	-$10.5K	0.03%	336
2025 Q4	$2.67M	Buy	65,977 +1,412	+2%	+$56.4K	0.03%	302
2025 Q3	$2.56M	Sell	64,565 -270	-0.4%	-$10.4K	0.03%	316
2025 Q2	$2.4M	Sell	64,835 -3,549	-5%	-$121K	0.03%	321
2025 Q1	$2.29M	Sell	68,384 -4,605	-6%	-$162K	0.04%	310
2024 Q4	$2.55M	Sell	72,989 -2,584	-3%	-$90.6K	0.04%	294
2024 Q3	$2.57M	Buy	75,573 +1,838	+2%	+$60.7K	0.04%	293
2024 Q2	$2.38M	Sell	73,735 -431	-0.6%	-$13.5K	0.04%	280
2024 Q1	$2.31M	Sell	74,166 -53	-0.1%	-$1.57K	0.06%	161
2023 Q4	$2.1M	Buy	74,219 +3,617	+5%	+$95.3K	0.06%	167
2023 Q3	$1.78M	Buy	70,602 +8,387	+13%	+$217K	0.06%	152
2023 Q2	$1.6M	Buy	62,215 +10,242	+20%	+$250K	0.05%	162
2023 Q1	$1.24M	Buy	+51,973	New	+$1.21M	0.04%	188

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