Kingswood Wealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Kingswood Wealth Advisors’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 Q3	$2.49M	Buy
2025 Q2	$2.31M	Sell
2025 Q1	$2.13M	Buy
2024 Q4	$2.22M	Buy
2024 Q3	$2.16M	Buy
2024 Q2	$270K	Buy