Kingswood Wealth Advisors’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	$2.31M	Sell	62,571 -1,344	-2%	-$49.6K	0.18%	121
2025 Q1	$2.13M	Buy	63,915 +449	+0.7%	+$15K	0.2%	120
2024 Q4	$2.22M	Buy	63,466 +376	+0.6%	+$13.1K	0.17%	134
2024 Q3	$2.16M	Buy	63,090 +54,722	+654%	+$1.88M	0.15%	151
2024 Q2	$270K	Buy	+8,368	New	+$270K	0.02%	553