Stifel Financial
CGUS icon

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

Stifel Financial’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 		$47.5M Buy
1,235,564
+166,798
+16% +$6.72M 0.04% 377
2025
Q4 		$43M Buy
1,068,766
+95,687
+10% +$3.82M 0.04% 390
2025
Q3 		$38.5M Buy
973,079
+125,897
+15% +$4.83M 0.04% 427
2025
Q2 		$31.3M Buy
847,182
+109,551
+15% +$3.73M 0.03% 456
2025
Q1 		$24.6M Sell
737,631
-185,492
-20% -$6.52M 0.03% 504
2024
Q4 		$32.3M Buy
923,123
+72,124
+8% +$2.53M 0.03% 420
2024
Q3 		$29.2M Sell
850,999
-43,432
-5% -$1.43M 0.03% 446
2024
Q2 		$28.8M Sell
894,431
-296,739
-25% -$9.27M 0.03% 432
2024
Q1 		$37.1M Buy
1,191,170
+767,357
+181% +$22.7M 0.04% 364
2023
Q4 		$12M Buy
423,813
+46,750
+12% +$1.23M 0.02% 705
2023
Q3 		$9.47M Buy
377,063
+23,434
+7% +$607K 0.01% 745
2023
Q2 		$9.08M Buy
353,629
+105,218
+42% +$2.57M 0.01% 753
2023
Q1 		$5.88M Buy
248,411
+89,403
+56% +$2.09M 0.01% 922
2022
Q4 		$3.57M Buy
159,008
+43,725
+38% +$971K 0.01% 1164
2022
Q3 		$2.35M Buy
115,283
+59,478
+107% +$1.34M ﹤0.01% 1359
2022
Q2 		$1.21M Buy
+55,805
New +$1.31M ﹤0.01% 1847

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Morgan Stanley
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Cetera Investment Advisers
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return