CIA
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Concurrent Investment Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Concurrent Investment 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
2026
Q1 		$5.02M Sell
130,684
-66,201
-34% -$2.67M 0.05% 355
2025
Q4 		$7.92M Buy
196,885
+78,161
+66% +$3.12M 0.09% 233
2025
Q3 		$4.69M Buy
118,724
+26,407
+29% +$1.01M 0.08% 257
2025
Q2 		$3.41M Buy
92,317
+52,296
+131% +$1.78M 0.07% 297
2025
Q1 		$1.34M Buy
40,021
+1,875
+5% +$65.9K 0.03% 461
2024
Q4 		$1.33M Buy
38,146
+6,175
+19% +$216K 0.04% 419
2024
Q3 		$1.1M Buy
31,971
+4,960
+18% +$164K 0.03% 434
2024
Q2 		$871K Buy
+27,011
New +$843K 0.03% 463

Other funds holding CGUS

LPL Financial
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
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