Dynamic Advisor Solutions’s Capital Group Core Equity ETF CGUS Stock Holding History

Dynamic Advisor Solutions’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	$4.82M	Sell	108,262 -3,005	-3%	-$129K	0.14%	172
2026 Q1	$4.27M	Buy	111,267 +1,733	+2%	+$69.8K	0.13%	174
2025 Q4	$4.41M	Sell	109,534 -72,711	-40%	-$2.9M	0.14%	161
2025 Q3	$7.21M	Sell	182,245 -1,759	-1%	-$67.5K	0.21%	108
2025 Q2	$6.8M	Sell	184,004 -26,616	-13%	-$907K	0.21%	110
2025 Q1	$7.03M	Buy	210,620 +16,449	+8%	+$578K	0.23%	106
2024 Q4	$6.79M	Sell	194,171 -2,650	-1%	-$92.9K	0.29%	79
2024 Q3	$6.75M	Buy	196,821 +11,460	+6%	+$379K	0.2%	120
2024 Q2	$5.98M	Buy	+185,361	New	+$5.79M	0.19%	133

Other funds holding CGUS

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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