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Strategic Asset Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Strategic Asset Management’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
2022
Q3 		$31K Hold
1,500
– – 0.05% 201
2022
Q2 		$33K Buy
+1,500
New +$35.2K 0.05% 204

Other funds holding CGUS

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Strategic Asset Management's CGUS Position: Q3 2022 in Review

Strategic Asset Management held its Capital Group Core Equity ETF (CGUS) position steady in Q3 2022 at 1,500 shares worth $31K. The position accounts for 0.05% of the portfolio, ranked #201.

Strategic Asset Management first reported a position in CGUS in Q2 2022 and has held it in 2 quarters since. The position peaked at $33K in Q2 2022. 67 funds tracked by Wall St. Rank hold CGUS as of Q3 2022.

  • Strategic Asset Management held 1,500 shares of Capital Group Core Equity ETF worth $31K as of Q3 2022.
  • Strategic Asset Management left its Capital Group Core Equity ETF share count unchanged in Q3 2022.
  • Capital Group Core Equity ETF made up 0.05% of Strategic Asset Management's portfolio in Q3 2022, its #201 holding.
  • Strategic Asset Management first reported a position in Capital Group Core Equity ETF in Q2 2022 and has held it in 2 quarters since.
  • Strategic Asset Management's Capital Group Core Equity ETF position peaked at $33K in Q2 2022.
  • 67 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.