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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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.