FinTrust Capital Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

FinTrust Capital Advisors’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 Q3	$81.8K	Buy	+2,387	New	+$78.8K	0.01%	472

Other funds holding CGUS

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FinTrust Capital Advisors's CGUS Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in Capital Group Core Equity ETF (CGUS) in Q3 2024: 2,387 shares worth $81.8K. The stake represents 0.01% of the portfolio and ranks #472 among its holdings.

258 funds tracked by Wall St. Rank hold CGUS as of Q3 2024.

FinTrust Capital Advisors held 2,387 shares of Capital Group Core Equity ETF worth $81.8K as of Q3 2024.
Capital Group Core Equity ETF was a new FinTrust Capital Advisors position in Q3 2024.
Capital Group Core Equity ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #472 holding.
258 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.