National Wealth Management Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$293K	Sell	7,633 -280	-4%	-$11.3K	0.11%	163
2025 Q4	$318K	Hold	7,913	–	–	0.11%	177
2025 Q3	$313K	Sell	7,913 -521	-6%	-$20K	0.12%	181
2025 Q2	$311K	Sell	8,434 -1,125	-12%	-$38.3K	0.17%	128
2025 Q1	$319K	Sell	9,559 -40	-0.4%	-$1.41K	0.21%	110
2024 Q4	$336K	Buy	9,599 +200	+2%	+$7.01K	0.22%	98
2024 Q3	$322K	Buy	9,399 +30	+0.3%	+$991	0.22%	110
2024 Q2	$302K	Sell	9,369 -165	-2%	-$5.15K	0.23%	99
2024 Q1	$297K	Sell	9,534 -50	-0.5%	-$1.48K	0.23%	109
2023 Q4	$271K	Buy	9,584 +65	+0.7%	+$1.71K	0.26%	108
2023 Q3	$239K	Hold	9,519	–	–	0.26%	111
2023 Q2	$250K	Hold	9,519	–	–	0.26%	109
2023 Q1	$229K	Buy	9,519 +84	+0.9%	+$1.96K	0.26%	119
2022 Q4	$212K	Buy	+9,435	New	+$210K	0.25%	125