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HoyleCohen’s Capital Group Core Equity ETF CGUS Stock Holding History

HoyleCohen’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 		$304K Buy
9,433
+834
+10% +$26K 0.02% 228
2024
Q1 		$268K Hold
8,599
– – 0.02% 246
2023
Q4 		$243K Hold
8,599
– – 0.02% 247
2023
Q3 		$216K Hold
8,599
– – 0.02% 246
2023
Q2 		$221K Hold
8,599
– – 0.02% 244
2023
Q1 		$204K Buy
+8,599
New +$201K 0.02% 248

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

HoyleCohen's CGUS Position: Q2 2024 in Review

HoyleCohen increased its Capital Group Core Equity ETF (CGUS) stake by 9.7% in Q2 2024, buying an estimated $26K and bringing the position to 9,433 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #228.

HoyleCohen first reported a position in CGUS in Q1 2023 and has held it in 6 quarters since. 246 funds tracked by Wall St. Rank hold CGUS as of Q2 2024.

  • HoyleCohen held 9,433 shares of Capital Group Core Equity ETF worth $304K as of Q2 2024.
  • HoyleCohen bought 834 Capital Group Core Equity ETF shares in Q2 2024, an estimated $26K.
  • Capital Group Core Equity ETF made up 0.02% of HoyleCohen's portfolio in Q2 2024, its #228 holding.
  • HoyleCohen first reported a position in Capital Group Core Equity ETF in Q1 2023 and has held it in 6 quarters since.
  • 246 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.