CIBC Private Wealth Group
CGUS icon

CIBC Private Wealth Group’s Capital Group Core Equity ETF CGUS Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$215K Buy
5,336
+360
+7% +$14.4K ﹤0.01% 1158
2025
Q3 		$197K Buy
4,976
+2,206
+80% +$84.7K ﹤0.01% 1189
2025
Q2 		$102K Hold
2,770
– – ﹤0.01% 1375
2025
Q1 		$82.9K Hold
2,770
– – ﹤0.01% 1421
2024
Q4 		$97.4K Hold
2,770
– – ﹤0.01% 1426
2024
Q3 		$95K Hold
2,770
– – ﹤0.01% 1505
2024
Q2 		$91K Hold
2,770
– – ﹤0.01% 1435
2024
Q1 		$86.3K Buy
+2,770
New +$82.1K ﹤0.01% 1455

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return