Kerntke Otto McGlone Wealth Management Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 Q1	$1M	Buy	26,103 +2,719	+12%	+$109K	0.68%	30
2025 Q4	$941K	Buy	23,384 +1,420	+6%	+$56.7K	0.67%	30
2025 Q3	$868K	Buy	21,964 +2,344	+12%	+$90K	0.66%	31
2025 Q2	$725K	Buy	19,620 +3,469	+21%	+$118K	0.57%	34
2025 Q1	$539K	Buy	16,151 +4,337	+37%	+$152K	0.47%	37
2024 Q4	$413K	Buy	11,814 +3,010	+34%	+$105K	0.31%	46
2024 Q3	$302K	Buy	8,804 +590	+7%	+$19.5K	0.25%	58
2024 Q2	$265K	Buy	8,214 +1,075	+15%	+$33.6K	0.25%	60
2024 Q1	$222K	Buy	+7,139	New	+$212K	0.22%	65

Other funds holding CGUS

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return