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Stonebridge Financial Group (Pennsylvania)’s Capital Group Core Equity ETF CGUS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-1,188
Closed -$39.7K – 341
2025
Q1 		$39.7K Buy
1,188
+10
+0.8% +$351 ﹤0.01% 417
2024
Q4 		$41.2K Buy
+1,178
New +$41.3K ﹤0.01% 415

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s CGUS Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Capital Group Core Equity ETF (CGUS) in Q2 2025, closing a stake of 1,188 shares — an estimated $39.7K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in CGUS in Q4 2024 and held it in 2 quarters. The position peaked at $41.2K in Q4 2024. 335 funds tracked by Wall St. Rank hold CGUS as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Capital Group Core Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,188 Capital Group Core Equity ETF shares in Q2 2025, an estimated $39.7K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Capital Group Core Equity ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Capital Group Core Equity ETF position peaked at $41.2K in Q4 2024.
  • 335 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.