Qube Research & Technologies (QRT)
CGUS icon

Qube Research & Technologies (QRT)’s Capital Group Core Equity ETF CGUS Stock Holding History

Qube Research & Technologies (QRT)’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
Q3 		– Sell
-135
Closed -$4.35K – 3399
2024
Q2 		$4.35K Sell
135
-1,458
-92% -$45.5K ﹤0.01% 3066
2024
Q1 		$49.6K Sell
1,593
-4,507
-74% -$134K ﹤0.01% 3505
2023
Q4 		$173K Buy
6,100
+4,792
+366% +$126K ﹤0.01% 2862
2023
Q3 		$32.8K Buy
+1,308
New +$33.9K ﹤0.01% 2993

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Qube Research & Technologies (QRT)'s CGUS Position: Q3 2024 in Review

Qube Research & Technologies (QRT) sold out of Capital Group Core Equity ETF (CGUS) in Q3 2024, closing a stake of 135 shares — an estimated $4.35K sold.

Qube Research & Technologies (QRT) first reported a position in CGUS in Q3 2023 and held it in 4 quarters. The position peaked at $173K in Q4 2023. 260 funds tracked by Wall St. Rank hold CGUS as of Q3 2024.

  • Qube Research & Technologies (QRT) reported no remaining Capital Group Core Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Qube Research & Technologies (QRT) sold 135 Capital Group Core Equity ETF shares in Q3 2024, an estimated $4.35K.
  • Qube Research & Technologies (QRT) first reported a position in Capital Group Core Equity ETF in Q3 2023 and held it in 4 quarters.
  • Qube Research & Technologies (QRT)'s Capital Group Core Equity ETF position peaked at $173K in Q4 2023.
  • 260 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2024.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q3 2024, filed 14 Nov 2024.