Integrated Wealth Concepts’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 | $5.26M | Buy |
142,452
+31,212
| +28% | +$1.15M | 0.05% | 323 |
|
|
2025
Q1 | $3.72M | Buy |
111,240
+53,619
| +93% | +$1.79M | 0.04% | 385 |
|
|
2024
Q4 | $2.02M | Buy |
57,621
+39,734
| +222% | +$1.39M | 0.02% | 546 |
|
|
2024
Q3 | $613K | Buy |
17,887
+3,949
| +28% | +$135K | 0.01% | 998 |
|
|
2024
Q2 | $450K | Buy |
13,938
+2,944
| +27% | +$94.9K | 0.01% | 1096 |
|
|
2024
Q1 | $343K | Buy |
10,994
+194
| +2% | +$6.05K | 0.01% | 1246 |
|
|
2023
Q4 | $306K | Buy |
+10,800
| New | +$306K | 0.01% | 1258 |
|