Latitude Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Latitude 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	$2.66M	Buy	69,295 +8,064	+13%	+$325K	1.22%	13
2025 Q4	$2.46M	Buy	61,231 +5,859	+11%	+$234K	1.08%	18
2025 Q3	$2.19M	Buy	55,372 +6,703	+14%	+$257K	1%	20
2025 Q2	$1.8M	Buy	48,669 +1,365	+3%	+$46.5K	0.9%	23
2025 Q1	$1.58M	Buy	47,304 +13,230	+39%	+$465K	0.92%	20
2024 Q4	$1.19M	Buy	34,074 +3,455	+11%	+$121K	0.67%	34
2024 Q3	$1.05M	Buy	30,619 +444	+1%	+$14.7K	0.59%	41
2024 Q2	$973K	Buy	30,175 +8,218	+37%	+$257K	0.59%	36
2024 Q1	$684K	Buy	21,957 +5,883	+37%	+$174K	0.43%	50
2023 Q4	$455K	Buy	16,074 +2,044	+15%	+$53.8K	0.32%	76
2023 Q3	$352K	Buy	14,030 +4,000	+40%	+$104K	0.25%	99
2023 Q2	$258K	Hold	10,030	–	–	0.18%	128
2023 Q1	$238K	Buy	+10,030	New	+$234K	0.17%	136

Other funds holding CGUS

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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