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Kestra Investment Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-123
Closed -$4.31K – 977
2024
Q4 		$4.31K Buy
+123
New +$4.31K ﹤0.01% 929

Other funds holding CGUS

LPL Financial
LPL Financial San Diego, California $377B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Kestra Investment Management's CGUS Position: Q1 2025 in Review

Kestra Investment Management sold out of Capital Group Core Equity ETF (CGUS) in Q1 2025, closing a stake of 123 shares — an estimated $4.31K sold.

Kestra Investment Management first reported a position in CGUS in Q4 2024 and held it in 1 quarter. The position peaked at $4.31K in Q4 2024. 319 funds tracked by Wall St. Rank hold CGUS as of Q1 2025.

  • Kestra Investment Management reported no remaining Capital Group Core Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 123 Capital Group Core Equity ETF shares in Q1 2025, an estimated $4.31K.
  • Kestra Investment Management first reported a position in Capital Group Core Equity ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Capital Group Core Equity ETF position peaked at $4.31K in Q4 2024.
  • 319 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.