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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38.3M	Buy	996,057 +29,518	+3%	+$1.19M	4.37%	5
2025 Q4	$38.9M	Buy	966,539 +38,084	+4%	+$1.52M	4.45%	4
2025 Q3	$36.7M	Sell	928,455 -4,327	-0.5%	-$166K	4.37%	5
2025 Q2	$34.4M	Buy	932,782 +51,514	+6%	+$1.75M	4.38%	5
2025 Q1	$29.4M	Buy	881,268 +66,793	+8%	+$2.35M	4.11%	5
2024 Q4	$28.5M	Buy	814,475 +67,433	+9%	+$2.36M	3.98%	5
2024 Q3	$25.6M	Sell	747,042 -6,753	-0.9%	-$223K	3.57%	5
2024 Q2	$24.3M	Buy	753,795 +14,173	+2%	+$443K	3.67%	6
2024 Q1	$23M	Buy	739,622 +19,999	+3%	+$593K	3.64%	7
2023 Q4	$20.4M	Buy	719,623 +50,659	+8%	+$1.33M	3.49%	6
2023 Q3	$16.8M	Sell	668,964 -7,235	-1%	-$188K	3.23%	6
2023 Q2	$17.4M	Buy	676,199 +271,944	+67%	+$6.64M	3.32%	6
2023 Q1	$9.58M	Buy	404,255 +78,422	+24%	+$1.83M	2.03%	12
2022 Q4	$7.32M	Buy	325,833 +157,608	+94%	+$3.5M	1.67%	15
2022 Q3	$3.43M	Buy	+168,225	New	+$3.78M	0.93%	30