PFG
CGUS icon

Prosperity Financial Group’s Capital Group Core Equity ETF CGUS Stock Holding History

Prosperity Financial Group’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
2024
Q1 		– Sell
-62,849
Closed -$1.78M – 148
2023
Q4 		$1.78M Sell
62,849
-3,159
-5% -$83.2K 1.23% 20
2023
Q3 		$1.66M Buy
+66,008
New +$1.71M 1.37% 17

Other funds holding CGUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Prosperity Financial Group's CGUS Position: Q1 2024 in Review

Prosperity Financial Group sold out of Capital Group Core Equity ETF (CGUS) in Q1 2024, closing a stake of 62,849 shares — an estimated $1.78M sold.

Prosperity Financial Group first reported a position in CGUS in Q3 2023 and held it in 2 quarters. The position peaked at $1.78M in Q4 2023. 205 funds tracked by Wall St. Rank hold CGUS as of Q1 2024.

  • Prosperity Financial Group reported no remaining Capital Group Core Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Prosperity Financial Group sold 62,849 Capital Group Core Equity ETF shares in Q1 2024, an estimated $1.78M.
  • Prosperity Financial Group first reported a position in Capital Group Core Equity ETF in Q3 2023 and held it in 2 quarters.
  • Prosperity Financial Group's Capital Group Core Equity ETF position peaked at $1.78M in Q4 2023.
  • 205 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2024.

Based on Prosperity Financial Group's 13F filing for Q1 2024, filed 15 May 2024.