IFP Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
380,451
+36,176
| +11% | +$1.34M | 0.4% | 45 |
|
|
2025
Q1 | $11.5M | Buy |
344,275
+341,153
| +10,927% | +$11.4M | 0.35% | 51 |
|
|
2024
Q4 | $109K | Buy |
3,122
+518
| +20% | +$18.1K | ﹤0.01% | 1427 |
|
|
2024
Q3 | $89.3K | Buy |
2,604
+183
| +8% | +$6.27K | ﹤0.01% | 1458 |
|
|
2024
Q2 | $78.1K | Buy |
2,421
+1,405
| +138% | +$45.3K | ﹤0.01% | 1470 |
|
|
2024
Q1 | $31.6K | Buy |
1,016
+4
| +0.4% | +$125 | ﹤0.01% | 1764 |
|
|
2023
Q4 | $28.6K | Sell |
1,012
-982
| -49% | -$27.8K | ﹤0.01% | 1777 |
|
|
2023
Q3 | $50.1K | Buy |
1,994
+4
| +0.2% | +$100 | ﹤0.01% | 1551 |
|
|
2023
Q2 | $51.1K | Sell |
1,990
-1,675
| -46% | -$43K | ﹤0.01% | 1589 |
|
|
2023
Q1 | $90.4K | Sell |
3,665
-526
| -13% | -$13K | ﹤0.01% | 1298 |
|
|
2022
Q4 | $104K | Buy |
4,191
+1,275
| +44% | +$31.6K | ﹤0.01% | 1720 |
|
|
2022
Q3 | $73K | Buy |
2,916
+2,109
| +261% | +$52.8K | ﹤0.01% | 2088 |
|
|
2022
Q2 | $21K | Hold |
807
| – | – | ﹤0.01% | 2788 |
|
|
2022
Q1 | $21K | Buy |
+807
| New | +$21K | ﹤0.01% | 2788 |
|