HighTower Advisors
CGUS icon

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

HighTower 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
2026
Q1 		$7.32M Sell
190,510
-3,149
-2% -$127K 0.01% 1018
2025
Q4 		$7.79M Buy
193,659
+21,997
+13% +$878K 0.01% 971
2025
Q3 		$6.79M Buy
171,662
+32,276
+23% +$1.24M 0.01% 1020
2025
Q2 		$5.15M Buy
139,386
+22,352
+19% +$761K 0.01% 1076
2025
Q1 		$3.91M Buy
117,034
+14,062
+14% +$494K 0.01% 1160
2024
Q4 		$3.6M Buy
102,972
+8,374
+9% +$293K ﹤0.01% 1199
2024
Q3 		$3.25M Buy
94,598
+8,818
+10% +$291K ﹤0.01% 1234
2024
Q2 		$2.76M Buy
85,780
+10,463
+14% +$327K ﹤0.01% 1271
2024
Q1 		$2.34M Buy
75,317
+51,824
+221% +$1.54M ﹤0.01% 1347
2023
Q4 		$663K Buy
+23,493
New +$619K ﹤0.01% 2123

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