Marshall & Sterling Wealth Advisors’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	$77.5K	Buy	2,099 +342	+19%	+$12.6K	0.05%	122
2025 Q1	$58.7K	Buy	+1,757	New	+$58.7K	0.04%	136