Patriot Financial Group Insurance Agency’s Capital Group Core Equity ETF CGUS Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-28,329	Closed	-$1.05M	–	499
2025 Q2	$1.05M	Buy	28,329 +2,418	+9%	+$82.4K	0.12%	199
2025 Q1	$865K	Buy	25,911 +3,445	+15%	+$121K	0.12%	205
2024 Q4	$786K	Sell	22,466 -27	-0.1%	-$946	0.11%	210
2024 Q3	$771K	Buy	22,493 +2,197	+11%	+$72.6K	0.1%	214
2024 Q2	$655K	Buy	20,296 +2,849	+16%	+$89K	0.1%	229
2024 Q1	$544K	Buy	17,447 +2,228	+15%	+$66K	0.09%	258
2023 Q4	$431K	Buy	15,219 +3,754	+33%	+$98.9K	0.08%	266
2023 Q3	$288K	Buy	11,465 +712	+7%	+$18.5K	0.06%	331
2023 Q2	$276K	Buy	+10,753	New	+$263K	0.05%	356

Other funds holding CGUS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CGUS Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of Capital Group Core Equity ETF (CGUS) in Q3 2025, closing a stake of 28,329 shares — an estimated $1.05M sold.

Patriot Financial Group Insurance Agency first reported a position in CGUS in Q2 2023 and held it in 9 quarters. The position peaked at $1.05M in Q2 2025. 347 funds tracked by Wall St. Rank hold CGUS as of Q3 2025.

Patriot Financial Group Insurance Agency reported no remaining Capital Group Core Equity ETF position as of Q3 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 28,329 Capital Group Core Equity ETF shares in Q3 2025, an estimated $1.05M.
Patriot Financial Group Insurance Agency first reported a position in Capital Group Core Equity ETF in Q2 2023 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's Capital Group Core Equity ETF position peaked at $1.05M in Q2 2025.
347 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.