Mariner
CGUS icon

Mariner’s Capital Group Core Equity ETF CGUS Stock Holding History

Mariner’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 		$4.15M Buy
108,139
+33,303
+45% +$1.34M ﹤0.01% 1127
2025
Q4 		$3.01M Buy
74,836
+11,349
+18% +$453K ﹤0.01% 1273
2025
Q3 		$2.51M Buy
63,487
+10,919
+21% +$419K ﹤0.01% 1292
2025
Q2 		$1.94M Buy
52,568
+10,047
+24% +$342K ﹤0.01% 1346
2025
Q1 		$1.42M Buy
42,521
+24,716
+139% +$868K ﹤0.01% 1439
2024
Q4 		$623K Buy
+17,805
New +$624K ﹤0.01% 2006
2022
Q4 		– Sell
-47,238
Closed -$963K – 2756
2022
Q3 		$963K Hold
47,238
– – ﹤0.01% 1071
2022
Q2 		$1.03M Buy
+47,238
New +$1.11M ﹤0.01% 894

Other funds holding CGUS

LPL Financial
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
CGPCS
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