First Heartland Consultants’s Capital Group Core Equity ETF CGUS Stock Holding History

First Heartland Consultants’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	$330K	Buy	7,408 +818	+12%	+$35K	0.02%	438
2026 Q1	$253K	Buy	6,590 +933	+16%	+$37.6K	0.02%	450
2025 Q4	$228K	Sell	5,657 -5,638	-50%	-$225K	0.02%	484
2025 Q3	$447K	Sell	11,295 -7,290	-39%	-$280K	0.04%	309
2025 Q2	$686K	Sell	18,585 -21,023	-53%	-$716K	0.06%	215
2025 Q1	$1.32M	Buy	39,608 +10,723	+37%	+$377K	0.14%	124
2024 Q4	$1.01M	Buy	28,885 +3,332	+13%	+$117K	0.1%	147
2024 Q3	$876K	Sell	25,553 -433	-2%	-$14.3K	0.09%	153
2024 Q2	$838	Buy	25,986 +717	+3%	+$22.4K	0.06%	191
2024 Q1	$787K	Sell	25,269 -521	-2%	-$15.4K	0.08%	187
2023 Q4	$730K	Hold	25,790	–	–	0.09%	172
2023 Q3	$648K	Hold	25,790	–	–	0.08%	181
2023 Q2	$662K	Hold	25,790	–	–	0.09%	170
2023 Q1	$611K	Hold	25,790	–	–	0.09%	180
2022 Q4	$579K	Hold	25,790	–	–	0.09%	180
2022 Q3	$525	Buy	+25,790	New	+$579K	0.05%	178

Other funds holding CGUS

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

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 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

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return