Investment Advisory Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Investment Advisory Services’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 Q2	$3.33M	Buy	74,823 +5,463	+8%	+$234K	0.96%	29
2026 Q1	$2.66M	Buy	69,360 +4,159	+6%	+$167K	0.85%	33
2025 Q4	$2.62M	Buy	65,201 +2,440	+4%	+$97.4K	0.82%	30
2025 Q3	$2.48M	Buy	62,761 +4,911	+8%	+$189K	0.78%	31
2025 Q2	$2.14M	Buy	57,850 +7,273	+14%	+$248K	0.71%	34
2025 Q1	$1.69M	Buy	50,577 +6,365	+14%	+$224K	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%	+$89.1K	0.45%	47
2024 Q2	$1.12M	Buy	34,718 +8,958	+35%	+$280K	0.41%	51
2024 Q1	$803K	Buy	25,760 +1,770	+7%	+$52.5K	0.29%	64
2023 Q4	$679K	Buy	23,990 +9,514	+66%	+$251K	0.27%	63
2023 Q3	$364K	Buy	+14,476	New	+$375K	0.16%	87

Other funds holding CGUS

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return