OWA
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Octavia Wealth Advisors’s Capital Group Core Equity ETF CGUS Stock Holding History

Octavia Wealth 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 		$414K Buy
10,763
+286
+3% +$11.5K 0.04% 144
2025
Q4 		$421K Sell
10,477
-1,541
-13% -$61.5K 0.04% 151
2025
Q3 		$476K Buy
12,018
+183
+2% +$7.03K 0.05% 134
2025
Q2 		$438K Buy
11,835
+236
+2% +$8.04K 0.05% 128
2025
Q1 		$388K Sell
11,599
-166
-1% -$5.83K 0.05% 143
2024
Q4 		$411K Buy
11,765
+17
+0.1% +$596 0.05% 130
2024
Q3 		$404K Buy
11,748
+82
+0.7% +$2.71K 0.05% 141
2024
Q2 		$377K Buy
11,666
+811
+7% +$25.3K 0.05% 149
2024
Q1 		$339K Sell
10,855
-315
-3% -$9.34K 0.05% 158
2023
Q4 		$316K Buy
+11,170
New +$294K 0.06% 170

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