HBW
CGUS icon

Hazlett, Burt & Watson’s Capital Group Core Equity ETF CGUS Stock Holding History

Hazlett, Burt & Watson’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
Q1 		$424K Buy
11,063
+2,738
+33% +$110K 0.13% 164
2025
Q4 		$334K Buy
8,325
+7,040
+548% +$281K 0.11% 178
2025
Q3 		$51K Buy
1,285
+285
+29% +$10.9K 0.02% 417
2025
Q2 		$37K Hold
1,000
– – 0.02% 417
2025
Q1 		$33K Hold
1,000
– – 0.01% 416
2024
Q4 		$34K Buy
1,000
+325
+48% +$11.4K 0.02% 400
2024
Q3 		$23K Buy
675
+300
+80% +$9.91K 0.01% 445
2024
Q2 		$12K Buy
+375
New +$11.7K 0.01% 507

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $376B 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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