Investment Planning 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	$29.1M	Buy	788,011 +135,636	+21%	+$5.01M	10.28%	3
2025 Q1	$21.8M	Buy	652,375 +132,736	+26%	+$4.43M	8.85%	4
2024 Q4	$18.2M	Buy	519,639 +273,013	+111%	+$9.55M	7.94%	3
2024 Q3	$7.95M	Hold	246,626	–	–	4.06%	8
2024 Q2	$7.95M	Buy	+246,626	New	+$7.95M	4.06%	8