CX Institutional’s Capital Group Core Equity ETF CGUS Stock Holding History

CX Institutional’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 Q2	$17K	Hold	379	–	–	﹤0.01%	1198
2026 Q1	$15K	Hold	379	–	–	﹤0.01%	1192
2025 Q4	$15K	Buy	379 +49	+15%	+$1.96K	﹤0.01%	1131
2025 Q3	$13K	Hold	330	–	–	﹤0.01%	1158
2025 Q2	$12K	Hold	330	–	–	﹤0.01%	1017
2025 Q1	$11K	Buy	+330	New	+$11.6K	﹤0.01%	1003

Other funds holding CGUS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return