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

Prime Capital 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 		$850K Buy
22,125
+10,000
+82% +$403K 0.01% 540
2025
Q4 		$488K Hold
12,125
– – 0.01% 666
2025
Q3 		$479K Hold
12,125
– – 0.01% 656
2025
Q2 		$448K Sell
12,125
-2,482
-17% -$84.5K 0.01% 644
2025
Q1 		$488K Buy
14,607
+2,482
+20% +$87.2K 0.01% 675
2024
Q4 		$424K Hold
12,125
– – 0.01% 613
2024
Q3 		$416K Hold
12,125
– – 0.01% 640
2024
Q2 		$391K Sell
12,125
-1,507
-11% -$47.1K 0.01% 648
2024
Q1 		$425K Buy
13,632
+504
+4% +$14.9K 0.01% 671
2023
Q4 		$372K Buy
13,128
+5,128
+64% +$135K 0.01% 673
2023
Q3 		$201K Buy
+8,000
New +$207K ﹤0.01% 692

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