Clear Creek Financial Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Clear Creek Financial Management’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	$6.05M	Buy	157,577 +28,896	+22%	+$1.16M	0.46%	48
2025 Q4	$5.18M	Buy	128,681 +8,222	+7%	+$328K	0.42%	51
2025 Q3	$4.76M	Buy	120,459 +1,673	+1%	+$64.2K	0.41%	48
2025 Q2	$4.39M	Buy	118,786 +7,554	+7%	+$257K	0.42%	49
2025 Q1	$3.72M	Buy	111,232 +13,121	+13%	+$461K	0.39%	55
2024 Q4	$3.43M	Buy	98,111 +9,965	+11%	+$349K	0.37%	53
2024 Q3	$3.02M	Buy	88,146 +6,244	+8%	+$206K	0.34%	61
2024 Q2	$2.64M	Buy	81,902 +32,443	+66%	+$1.01M	0.32%	70
2024 Q1	$1.54M	Buy	+49,459	New	+$1.47M	0.2%	104

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