Orion Portfolio Solutions’s Capital Group Core Equity ETF CGUS Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$13.5M	Buy	403,211 +46,340	+13%	+$1.63M	0.13%	137
2024 Q4	$12.5M	Buy	356,871 +25,786	+8%	+$904K	0.12%	149
2024 Q3	$11.3M	Sell	331,085 -19,621	-6%	-$648K	0.11%	178
2024 Q2	$11.3M	Buy	350,706 +19,442	+6%	+$607K	0.12%	162
2024 Q1	$10.3M	Buy	331,264 +51,826	+19%	+$1.54M	0.11%	190
2023 Q4	$7.87M	Buy	279,438 +33,047	+13%	+$871K	0.09%	215
2023 Q3	$6.19M	Buy	+246,391	New	+$6.39M	0.07%	255

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Orion Portfolio Solutions's CGUS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Capital Group Core Equity ETF (CGUS) stake by 13% in Q1 2025, buying an estimated $1.63M and bringing the position to 403,211 shares worth $13.5M. The position accounts for 0.13% of the portfolio, ranked #137.

Orion Portfolio Solutions first reported a position in CGUS in Q3 2023 and has held it in 7 quarters since. 319 funds tracked by Wall St. Rank hold CGUS as of Q1 2025.

Orion Portfolio Solutions held 403,211 shares of Capital Group Core Equity ETF worth $13.5M as of Q1 2025.
Orion Portfolio Solutions bought 46,340 Capital Group Core Equity ETF shares in Q1 2025, an estimated $1.63M.
Capital Group Core Equity ETF made up 0.13% of Orion Portfolio Solutions's portfolio in Q1 2025, its #137 holding.
Orion Portfolio Solutions first reported a position in Capital Group Core Equity ETF in Q3 2023 and has held it in 7 quarters since.
319 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.