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

SpiderRock Advisors’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	$1.63M	Buy	+47,500	New	+$1.57M	0.03%	359

Other funds holding CGUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SpiderRock Advisors's CGUS Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in Capital Group Core Equity ETF (CGUS) in Q3 2024: 47,500 shares worth $1.63M. The stake represents 0.03% of the portfolio and ranks #359 among its holdings.

260 funds tracked by Wall St. Rank hold CGUS as of Q3 2024.

SpiderRock Advisors held 47,500 shares of Capital Group Core Equity ETF worth $1.63M as of Q3 2024.
Capital Group Core Equity ETF was a new SpiderRock Advisors position in Q3 2024.
Capital Group Core Equity ETF made up 0.03% of SpiderRock Advisors's portfolio in Q3 2024, its #359 holding.
260 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.