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

OneDigital Investment 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	$1.82M	Buy	47,322 +9,772	+26%	+$393K	0.02%	503
2025 Q4	$1.51M	Sell	37,550 -986	-3%	-$39.4K	0.01%	541
2025 Q3	$1.52M	Buy	38,536 +6,008	+18%	+$231K	0.02%	522
2025 Q2	$1.2M	Sell	32,528 -14,726	-31%	-$502K	0.01%	576
2025 Q1	$1.58M	Sell	47,254 -31	-0.1%	-$1.09K	0.02%	464
2024 Q4	$1.65M	Buy	47,285 +1,966	+4%	+$68.9K	0.02%	468
2024 Q3	$1.55M	Sell	45,319 -2,634	-5%	-$87K	0.02%	515
2024 Q2	$1.55M	Buy	47,953 +11,834	+33%	+$370K	0.02%	483
2024 Q1	$1.13M	Buy	36,119 +1,066	+3%	+$31.6K	0.02%	471
2023 Q4	$992K	Buy	35,053 +3,864	+12%	+$102K	0.02%	481
2023 Q3	$783K	Buy	31,189 +7,641	+32%	+$198K	0.02%	493
2023 Q2	$605K	Buy	+23,548	New	+$575K	0.01%	571

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