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Cypress Capital’s Capital Group Core Equity ETF CGUS Stock Holding History

Cypress Capital’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
2024
Q4 		– Sell
-13,057
Closed -$448K – 77
2024
Q3 		$448K Sell
13,057
-12,845
-50% -$424K 0.12% 65
2024
Q2 		$835K Buy
25,902
+13,370
+107% +$418K 0.21% 55
2024
Q1 		$390K Buy
12,532
+1,330
+12% +$39.4K 0.11% 68
2023
Q4 		$317K Buy
11,202
+78
+0.7% +$2.06K 0.09% 67
2023
Q3 		$279K Hold
11,124
– – 0.08% 70
2023
Q2 		$286K Buy
11,124
+98
+0.9% +$2.39K 0.08% 66
2023
Q1 		$261K Sell
11,026
-2,438
-18% -$56.9K 0.08% 61
2022
Q4 		$302K Buy
13,464
+640
+5% +$14.2K 0.09% 73
2022
Q3 		$261K Buy
+12,824
New +$288K 0.09% 81

Other funds holding CGUS

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cypress Capital's CGUS Position: Q4 2024 in Review

Cypress Capital sold out of Capital Group Core Equity ETF (CGUS) in Q4 2024, closing a stake of 13,057 shares — an estimated $448K sold.

Cypress Capital first reported a position in CGUS in Q3 2022 and held it in 9 quarters. The position peaked at $835K in Q2 2024. 305 funds tracked by Wall St. Rank hold CGUS as of Q4 2024.

  • Cypress Capital reported no remaining Capital Group Core Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Cypress Capital sold 13,057 Capital Group Core Equity ETF shares in Q4 2024, an estimated $448K.
  • Cypress Capital first reported a position in Capital Group Core Equity ETF in Q3 2022 and held it in 9 quarters.
  • Cypress Capital's Capital Group Core Equity ETF position peaked at $835K in Q2 2024.
  • 305 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2024.

Based on Cypress Capital's 13F filing for Q4 2024, filed 3 Feb 2025.