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Simplicity Solutions’s Capital Group Core Equity ETF CGUS Stock Holding History

Simplicity Solutions’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
2023
Q4 		$2.14M Buy
75,600
+2,450
+3% +$64.5K 0.06% 290
2023
Q3 		$1.84M Buy
73,150
+2,443
+3% +$63.3K 0.06% 304
2023
Q2 		$1.82M Buy
70,707
+54,102
+326% +$1.32M 0.05% 336
2023
Q1 		$393K Buy
+16,605
New +$387K 0.01% 762

Other funds holding CGUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simplicity Solutions's CGUS Position: Q4 2023 in Review

Simplicity Solutions increased its Capital Group Core Equity ETF (CGUS) stake by 3.3% in Q4 2023, buying an estimated $64.5K and bringing the position to 75,600 shares worth $2.14M. The position accounts for 0.06% of the portfolio, ranked #290.

Simplicity Solutions first reported a position in CGUS in Q1 2023 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold CGUS as of Q4 2023.

  • Simplicity Solutions held 75,600 shares of Capital Group Core Equity ETF worth $2.14M as of Q4 2023.
  • Simplicity Solutions bought 2,450 Capital Group Core Equity ETF shares in Q4 2023, an estimated $64.5K.
  • Capital Group Core Equity ETF made up 0.06% of Simplicity Solutions's portfolio in Q4 2023, its #290 holding.
  • Simplicity Solutions first reported a position in Capital Group Core Equity ETF in Q1 2023 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.