KMG Fiduciary Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

KMG Fiduciary Partners’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 Q2	$2.09M	Buy	46,994 +166	+0.4%	+$7.1K	0.19%	90
2026 Q1	$1.8M	Buy	46,828 +371	+0.8%	+$14.9K	0.13%	137
2025 Q4	$1.87M	Buy	46,457 +171	+0.4%	+$6.83K	0.13%	136
2025 Q3	$1.83M	Sell	46,286 -2,556	-5%	-$98.1K	0.12%	148
2025 Q2	$1.8M	Sell	48,842 -1,766	-3%	-$60.2K	0.13%	144
2025 Q1	$1.69M	Sell	50,608 -1,598	-3%	-$56.1K	0.14%	147
2024 Q4	$1.83M	Buy	52,206 +1,466	+3%	+$51.4K	0.15%	132
2024 Q3	$1.74M	Buy	+50,740	New	+$1.68M	0.15%	134

Other funds holding CGUS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return