Tradition Wealth Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-5,354	Closed	-$152K	–	513
2023 Q4	$152K	Buy	5,354 +10	+0.2%	+$263	0.02%	369
2023 Q3	$134K	Buy	5,344 +10	+0.2%	+$259	0.02%	370
2023 Q2	$137K	Buy	5,334 +310	+6%	+$7.57K	0.02%	387
2023 Q1	$119K	Buy	+5,024	New	+$117K	0.01%	395

Other funds holding CGUS

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Tradition Wealth Management's CGUS Position: Q1 2024 in Review

Tradition Wealth Management sold out of Capital Group Core Equity ETF (CGUS) in Q1 2024, closing a stake of 5,354 shares — an estimated $152K sold.

Tradition Wealth Management first reported a position in CGUS in Q1 2023 and held it in 4 quarters. The position peaked at $152K in Q4 2023. 205 funds tracked by Wall St. Rank hold CGUS as of Q1 2024.

Tradition Wealth Management reported no remaining Capital Group Core Equity ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 5,354 Capital Group Core Equity ETF shares in Q1 2024, an estimated $152K.
Tradition Wealth Management first reported a position in Capital Group Core Equity ETF in Q1 2023 and held it in 4 quarters.
Tradition Wealth Management's Capital Group Core Equity ETF position peaked at $152K in Q4 2023.
205 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.