KMG Fiduciary Partners’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	$1.8M	Sell	48,842 -1,766	-3%	-$65.2K	0.13%	144
2025 Q1	$1.69M	Sell	50,608 -1,598	-3%	-$53.4K	0.14%	147
2024 Q4	$1.83M	Buy	52,206 +1,466	+3%	+$51.3K	0.15%	132
2024 Q3	$1.74M	Buy	+50,740	New	+$1.74M	0.15%	134