Hershey Financial Advisers’s Capital Group Core Equity ETF CGUS Stock Holding History

Hershey Financial Advisers’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	$290	Buy	+9	New	+$281	﹤0.01%	151

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

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

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

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

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

Hershey Financial Advisers's CGUS Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Capital Group Core Equity ETF (CGUS) in Q2 2024: 9 shares worth $290. The stake represents ﹤0.01% of the portfolio and ranks #151 among its holdings.

246 funds tracked by Wall St. Rank hold CGUS as of Q2 2024.

Hershey Financial Advisers held 9 shares of Capital Group Core Equity ETF worth $290 as of Q2 2024.
Capital Group Core Equity ETF was a new Hershey Financial Advisers position in Q2 2024.
Capital Group Core Equity ETF made up ﹤0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #151 holding.
246 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.