Park Avenue Securities’s Capital Group Core Equity ETF CGUS Stock Holding History

Park Avenue Securities’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	$4.94M	Buy	128,511 +14,894	+13%	+$600K	0.04%	314
2025 Q4	$4.57M	Buy	113,617 +14,040	+14%	+$561K	0.04%	323
2025 Q3	$3.94M	Sell	99,577 -9,884	-9%	-$380K	0.03%	368
2025 Q2	$4.04M	Buy	109,461 +10,935	+11%	+$372K	0.04%	316
2025 Q1	$3.29M	Buy	98,526 +11,292	+13%	+$397K	0.04%	275
2024 Q4	$3.05M	Buy	87,234 +11,750	+16%	+$412K	0.03%	343
2024 Q3	$2.59M	Buy	75,484 +4,091	+6%	+$135K	0.03%	363
2024 Q2	$2.3M	Buy	71,393 +17,519	+33%	+$547K	0.03%	372
2024 Q1	$1.68M	Buy	53,874 +5,720	+12%	+$170K	0.02%	466
2023 Q4	$1.36M	Buy	48,154 +7,441	+18%	+$196K	0.02%	494
2023 Q3	$1.02M	Buy	+40,713	New	+$1.06M	0.02%	553

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