Creative Planning
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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
2025
Q2 		$930K Buy
2025
Q1 		$838K Buy
2024
Q4 		$839K Buy
2024
Q3 		$699K Buy
2024
Q2 		$657K Buy
2024
Q1 		$634K Buy
2023
Q4 		$574K Buy
2023
Q3 		$474K Buy
2023
Q2 		$272K Buy
2023
Q1 		$229K Buy