GI
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Gradient Investments’s Capital Group Core Equity ETF CGUS Stock Holding History

Gradient Investments’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
Q2 		– Sell
-2
Closed -$62 – 1397
2024
Q1 		$62 Hold
2
– – ﹤0.01% 1153
2023
Q4 		$56 Hold
2
– – ﹤0.01% 1769
2023
Q3 		$50 Buy
+2
New +$52 ﹤0.01% 1745

Other funds holding CGUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gradient Investments's CGUS Position: Q2 2024 in Review

Gradient Investments sold out of Capital Group Core Equity ETF (CGUS) in Q2 2024, closing a stake of 2 shares — an estimated $62 sold.

Gradient Investments first reported a position in CGUS in Q3 2023 and held it in 3 quarters. The position peaked at $62 in Q1 2024. 246 funds tracked by Wall St. Rank hold CGUS as of Q2 2024.

  • Gradient Investments reported no remaining Capital Group Core Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 2 Capital Group Core Equity ETF shares in Q2 2024, an estimated $62.
  • Gradient Investments first reported a position in Capital Group Core Equity ETF in Q3 2023 and held it in 3 quarters.
  • Gradient Investments's Capital Group Core Equity ETF position peaked at $62 in Q1 2024.
  • 246 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.