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Delta Financial Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Delta Financial Group’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
Q1 		$595K Buy
17,338
+970
+6% +$34.1K 0.14% 118
2024
Q4 		$572K Buy
16,368
+385
+2% +$13.5K 0.13% 117
2024
Q3 		$548K Buy
15,983
+702
+5% +$23.2K 0.2% 63
2024
Q2 		$493K Buy
15,281
+1,800
+13% +$56.2K 0.21% 63
2024
Q1 		$420K Buy
13,481
+6,294
+88% +$187K 0.12% 136
2023
Q4 		$203K Buy
+7,187
New +$189K 0.06% 207

Other funds holding CGUS

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Delta Financial Group's CGUS Position: Q1 2025 in Review

Delta Financial Group increased its Capital Group Core Equity ETF (CGUS) stake by 5.9% in Q1 2025, buying an estimated $34.1K and bringing the position to 17,338 shares worth $595K. The position accounts for 0.14% of the portfolio, ranked #118.

Delta Financial Group first reported a position in CGUS in Q4 2023 and has held it in 6 quarters since. 319 funds tracked by Wall St. Rank hold CGUS as of Q1 2025.

  • Delta Financial Group held 17,338 shares of Capital Group Core Equity ETF worth $595K as of Q1 2025.
  • Delta Financial Group bought 970 Capital Group Core Equity ETF shares in Q1 2025, an estimated $34.1K.
  • Capital Group Core Equity ETF made up 0.14% of Delta Financial Group's portfolio in Q1 2025, its #118 holding.
  • Delta Financial Group first reported a position in Capital Group Core Equity ETF in Q4 2023 and has held it in 6 quarters since.
  • 319 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.