MFA
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Mayflower Financial Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Mayflower Financial 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
Q2 		$2.1M Buy
47,159
+45
+0.1% +$1.93K 0.18% 112
2026
Q1 		$1.81M Buy
47,114
+4,228
+10% +$170K 0.22% 105
2025
Q4 		$1.73M Sell
42,886
-1,096
-2% -$43.8K 0.21% 105
2025
Q3 		$1.74M Buy
43,982
+823
+2% +$31.6K 0.22% 107
2025
Q2 		$1.59M Sell
43,159
-1,693
-4% -$57.7K 0.22% 107
2025
Q1 		$1.5M Buy
44,852
+3,397
+8% +$119K 0.23% 104
2024
Q4 		$1.45M Buy
41,455
+6,143
+17% +$215K 0.22% 108
2024
Q3 		$1.21M Buy
35,312
+2,804
+9% +$92.6K 0.18% 118
2024
Q2 		$1.05M Buy
32,508
+4,439
+16% +$139K 0.17% 127
2024
Q1 		$875K Buy
28,069
+20,722
+282% +$614K 0.15% 144
2023
Q4 		$208K Buy
+7,347
New +$194K 0.03% 319

Other funds holding CGUS

AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return