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J. Arnold Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

J. Arnold Wealth Management’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
2023
Q4 		$924K Buy
+32,660
New +$860K 0.31% 16

Other funds holding CGUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

J. Arnold Wealth Management's CGUS Position: Q4 2023 in Review

J. Arnold Wealth Management opened a new position in Capital Group Core Equity ETF (CGUS) in Q4 2023: 32,660 shares worth $924K. The stake represents 0.31% of the portfolio and ranks #16 among its holdings.

184 funds tracked by Wall St. Rank hold CGUS as of Q4 2023.

  • J. Arnold Wealth Management held 32,660 shares of Capital Group Core Equity ETF worth $924K as of Q4 2023.
  • Capital Group Core Equity ETF was a new J. Arnold Wealth Management position in Q4 2023.
  • Capital Group Core Equity ETF made up 0.31% of J. Arnold Wealth Management's portfolio in Q4 2023, its #16 holding.
  • 184 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.