Congress Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.37M	Buy	37,230 +2,554	+7%	+$94.3K	0.01%	627
2025 Q1	$1.17M	Buy	+34,676	New	+$1.17M	0.01%	596