IA
CGUS icon

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

IFP 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 		$16.2M Buy
422,818
+12,037
+3% +$485K 0.34% 59
2025
Q4 		$16.5M Buy
410,781
+13,008
+3% +$519K 0.37% 56
2025
Q3 		$15.7M Buy
397,773
+17,322
+5% +$665K 0.41% 46
2025
Q2 		$14.1M Buy
380,451
+36,176
+11% +$1.23M 0.4% 45
2025
Q1 		$11.5M Buy
344,275
+341,153
+10,927% +$12M 0.35% 51
2024
Q4 		$109K Buy
3,122
+518
+20% +$18.2K ﹤0.01% 1427
2024
Q3 		$89.3K Buy
2,604
+183
+8% +$6.04K ﹤0.01% 1458
2024
Q2 		$78.1K Buy
2,421
+1,405
+138% +$43.9K ﹤0.01% 1470
2024
Q1 		$31.6K Buy
1,016
+4
+0.4% +$119 ﹤0.01% 1764
2023
Q4 		$28.6K Sell
1,012
-982
-49% -$25.9K ﹤0.01% 1777
2023
Q3 		$50.1K Buy
1,994
+4
+0.2% +$104 ﹤0.01% 1551
2023
Q2 		$51.1K Sell
1,990
-1,675
-46% -$40.9K ﹤0.01% 1589
2023
Q1 		$90.4K Sell
3,665
-526
-13% -$12.3K ﹤0.01% 1298
2022
Q4 		$104K Buy
4,191
+1,275
+44% +$28.3K ﹤0.01% 1720
2022
Q3 		$73K Buy
2,916
+2,109
+261% +$47.4K ﹤0.01% 2087
2022
Q2 		$21K Hold
807
– – ﹤0.01% 2787
2022
Q1 		$21K Buy
+807
New +$20.2K ﹤0.01% 2787

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