Creative Planning

Creative Planning’s Capital Group Core Equity ETF CGUS Stock Holding History

Creative Planning’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	$1.03M	Sell	26,868 -1,612	-6%	-$64.9K	﹤0.01%	2426
2025 Q4	$1.15M	Buy	28,480 +2,020	+8%	+$80.7K	﹤0.01%	2175
2025 Q3	$1.05M	Buy	26,460 +1,269	+5%	+$48.7K	﹤0.01%	2073
2025 Q2	$930K	Buy	25,191 +108	+0.4%	+$3.68K	﹤0.01%	1924
2025 Q1	$838K	Buy	25,083 +1,088	+5%	+$38.2K	﹤0.01%	1855
2024 Q4	$839K	Buy	23,995 +3,608	+18%	+$126K	﹤0.01%	1783
2024 Q3	$699K	Buy	20,387 +27	+0.1%	+$892	﹤0.01%	1818
2024 Q2	$657K	Buy	20,360 +28	+0.1%	+$874	﹤0.01%	1729
2024 Q1	$634K	Buy	20,332 +41	+0.2%	+$1.22K	﹤0.01%	1680
2023 Q4	$574K	Buy	20,291 +1,402	+7%	+$36.9K	﹤0.01%	1609
2023 Q3	$474K	Buy	18,889 +8,313	+79%	+$215K	﹤0.01%	1600
2023 Q2	$272K	Buy	10,576 +921	+10%	+$22.5K	﹤0.01%	1988
2023 Q1	$229K	Buy	+9,655	New	+$225K	﹤0.01%	2021

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