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

Mutual 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	$12.2M	Buy	316,940 +94,419	+42%	+$3.8M	0.26%	63
2025 Q4	$8.95M	Buy	222,521 +10,459	+5%	+$418K	0.19%	108
2025 Q3	$8.45M	Buy	212,062 +18,586	+10%	+$714K	0.19%	109
2025 Q2	$7.45M	Buy	193,476 +47,253	+32%	+$1.61M	0.19%	108
2025 Q1	$4.78M	Buy	146,223 +130,608	+836%	+$4.59M	0.14%	152
2024 Q4	$550K	Sell	15,615 -27,639	-64%	-$969K	0.02%	669
2024 Q3	$1.49M	Buy	43,254 +23,214	+116%	+$767K	0.04%	346
2024 Q2	$655K	Buy	20,040 +7,606	+61%	+$238K	0.02%	616
2024 Q1	$387K	Sell	12,434 -1,235	-9%	-$36.6K	0.01%	780
2023 Q4	$387K	Hold	13,669	–	–	0.01%	733
2023 Q3	$343K	Buy	+13,669	New	+$354K	0.01%	736

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