Continuum Advisory’s Capital Group Core Equity ETF CGUS Stock Holding History

Continuum Advisory’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	$4.2M	Sell	109,401 -5,207	-5%	-$210K	0.4%	57
2025 Q4	$4.61M	Buy	114,608 +913	+0.8%	+$36.5K	0.46%	56
2025 Q3	$4.5M	Buy	113,695 +1,299	+1%	+$49.9K	0.48%	52
2025 Q2	$4.15M	Sell	112,396 -8,135	-7%	-$277K	0.5%	49
2025 Q1	$4.03M	Sell	120,531 -3,619	-3%	-$127K	0.52%	38
2024 Q4	$4.34M	Buy	124,150 +1,833	+1%	+$64.2K	0.56%	31
2024 Q3	$4.3M	Sell	122,317 -4,501	-4%	-$149K	0.55%	31
2024 Q2	$4.09M	Buy	126,818 +8,499	+7%	+$265K	0.59%	29
2024 Q1	$3.69M	Buy	118,319 +36,818	+45%	+$1.09M	0.55%	28
2023 Q4	$2.31M	Buy	81,501 +22,874	+39%	+$603K	0.33%	71
2023 Q3	$1.47M	Buy	58,627 +25,200	+75%	+$653K	0.24%	113
2023 Q2	$858K	Buy	+33,427	New	+$816K	0.14%	183

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