SFS
CGUS icon

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

Sowell Financial Services’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 		$595K Buy
15,474
+8
+0.1% +$322 0.02% 584
2025
Q4 		$622K Sell
15,466
-29,916
-66% -$1.19M 0.02% 576
2025
Q3 		$1.79M Buy
45,382
+1,124
+3% +$43.2K 0.07% 308
2025
Q2 		$1.63M Buy
44,258
+4,317
+11% +$147K 0.07% 304
2025
Q1 		$1.33M Buy
39,941
+910
+2% +$32K 0.06% 318
2024
Q4 		$1.36M Sell
39,031
-5,507
-12% -$193K 0.07% 265
2024
Q3 		$1.53M Sell
44,538
-1,202
-3% -$39.7K 0.07% 277
2024
Q2 		$1.48M Sell
45,740
-15
-0% -$468 0.07% 276
2024
Q1 		$1.43M Buy
+45,755
New +$1.36M 0.07% 286

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Morgan Stanley
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
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Northwestern Mutual Wealth Management
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