Kestra Private Wealth Services’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 | $1.16M | Buy |
31,539
+4,128
| +15% | +$152K | 0.02% | 683 |
|
|
2025
Q1 | $916K | Buy |
27,411
+725
| +3% | +$24.2K | 0.02% | 708 |
|
|
2024
Q4 | $933K | Buy |
26,686
+7,975
| +43% | +$279K | 0.02% | 675 |
|
|
2024
Q3 | $641K | Buy |
18,711
+6,138
| +49% | +$210K | 0.01% | 774 |
|
|
2024
Q2 | $405K | Buy |
12,573
+4,898
| +64% | +$158K | 0.01% | 918 |
|
|
2024
Q1 | $239K | Buy |
+7,675
| New | +$239K | 0.01% | 1107 |
|