Investment Advisory Services’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 | $2.14M | Buy |
57,850
+7,273
| +14% | +$269K | 0.71% | 34 |
|
|
2025
Q1 | $1.69M | Buy |
50,577
+6,365
| +14% | +$213K | 0.61% | 40 |
|
|
2024
Q4 | $1.55M | Buy |
44,212
+6,797
| +18% | +$238K | 0.55% | 41 |
|
|
2024
Q3 | $1.28M | Buy |
37,415
+2,697
| +8% | +$92.5K | 0.45% | 47 |
|
|
2024
Q2 | $1.12M | Buy |
34,718
+8,958
| +35% | +$289K | 0.41% | 51 |
|
|
2024
Q1 | $803K | Buy |
25,760
+1,770
| +7% | +$55.2K | 0.29% | 64 |
|
|
2023
Q4 | $679K | Buy |
23,990
+9,514
| +66% | +$269K | 0.27% | 63 |
|
|
2023
Q3 | $364K | Buy |
+14,476
| New | +$364K | 0.16% | 87 |
|