KWA
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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
2026
Q1 		$11M Buy
287,149
+4,068
+1% +$164K 0.52% 35
2025
Q4 		$11.4M Buy
283,081
+220,068
+349% +$8.79M 0.55% 31
2025
Q3 		$2.49M Buy
63,013
+442
+0.7% +$17K 0.15% 151
2025
Q2 		$2.31M Sell
62,571
-1,344
-2% -$45.8K 0.18% 121
2025
Q1 		$2.13M Buy
63,915
+449
+0.7% +$15.8K 0.2% 120
2024
Q4 		$2.22M Buy
63,466
+376
+0.6% +$13.2K 0.17% 134
2024
Q3 		$2.16M Buy
63,090
+54,722
+654% +$1.81M 0.15% 151
2024
Q2 		$270K Buy
+8,368
New +$261K 0.02% 553

Other funds holding CGUS

LPL Financial
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
CGPCS
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