Householder Group Estate & Retirement Specialist’s Capital Group Core Equity ETF CGUS Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-20,428	Closed	-$700K	–	649
2024 Q3	$700K	Buy	20,428 +8,999	+79%	+$297K	0.2%	102
2024 Q2	$368K	Buy	11,429 +2,960	+35%	+$92.4K	0.1%	167
2024 Q1	$264K	Hold	8,469	–	–	0.08%	207
2023 Q4	$239K	Buy	8,469 +300	+4%	+$7.9K	0.08%	217
2023 Q3	$205K	Buy	+8,169	New	+$212K	0.07%	216
2023 Q1	$194K	Buy	+8,169	New	+$191K	0.07%	202

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CGUS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Capital Group Core Equity ETF (CGUS) in Q4 2024, closing a stake of 20,428 shares — an estimated $700K sold.

Householder Group Estate & Retirement Specialist first reported a position in CGUS in Q1 2023 and held it in 6 quarters. The position peaked at $700K in Q3 2024. 305 funds tracked by Wall St. Rank hold CGUS as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Capital Group Core Equity ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 20,428 Capital Group Core Equity ETF shares in Q4 2024, an estimated $700K.
Householder Group Estate & Retirement Specialist first reported a position in Capital Group Core Equity ETF in Q1 2023 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Capital Group Core Equity ETF position peaked at $700K in Q3 2024.
305 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.