Lantz Financial’s Capital Group Core Equity ETF CGUS Stock Holding History

Lantz Financial’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	$2.62M	Buy	58,966 +4,281	+8%	+$183K	0.48%	55
2026 Q1	$2.1M	Buy	54,685 +4,999	+10%	+$201K	0.43%	64
2025 Q4	$2M	Buy	49,686 +5,239	+12%	+$209K	0.42%	64
2025 Q3	$1.76M	Buy	44,447 +1,265	+3%	+$48.6K	0.39%	72
2025 Q2	$1.59M	Buy	43,182 +3,069	+8%	+$105K	0.4%	78
2025 Q1	$1.34M	Buy	40,113 +2,880	+8%	+$101K	0.37%	81
2024 Q4	$1.3M	Buy	37,233 +2,206	+6%	+$77.3K	0.35%	79
2024 Q3	$1.2M	Buy	35,027 +2,659	+8%	+$87.8K	0.33%	82
2024 Q2	$1.04M	Buy	32,368 +1,271	+4%	+$39.7K	0.32%	86
2024 Q1	$969K	Buy	31,097 +1,542	+5%	+$45.7K	0.31%	83
2023 Q4	$836K	Buy	29,555 +2,535	+9%	+$66.8K	0.3%	87
2023 Q3	$678K	Buy	27,020 +3,934	+17%	+$102K	0.27%	88
2023 Q2	$593K	Buy	23,086 +3,788	+20%	+$92.5K	0.23%	98
2023 Q1	$457K	Buy	19,298 +9,550	+98%	+$223K	0.19%	114
2022 Q4	$219K	Buy	+9,748	New	+$217K	0.1%	168

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return