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

HRT Financial’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	–	Sell	-6,991	Closed	-$281K	–	3922
2025 Q4	$281K	Buy	+6,991	New	+$279K	﹤0.01%	2406
2025 Q3	–	Sell	-18,424	Closed	-$680K	–	2946
2025 Q2	$680K	Buy	18,424 +403	+2%	+$13.7K	﹤0.01%	1459
2025 Q1	$601K	Buy	+18,021	New	+$633K	﹤0.01%	1366
2024 Q3	–	Sell	-21,728	Closed	-$700K	–	2509
2024 Q2	$700K	Sell	21,728 -163	-0.7%	-$5.09K	﹤0.01%	1157
2024 Q1	$682K	Buy	+21,891	New	+$649K	﹤0.01%	1086

Other funds holding CGUS

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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