Wealthcare Advisory Partners’s Capital Group Core Equity ETF CGUS Stock Holding History

Wealthcare Advisory Partners’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 Q2	$6.16M	Sell	138,584 -16,485	-11%	-$705K	0.12%	151
2026 Q1	$5.96M	Sell	155,069 -3,371	-2%	-$136K	0.12%	159
2025 Q4	$6.37M	Sell	158,440 -113,170	-42%	-$4.52M	0.13%	145
2025 Q3	$10.7M	Buy	271,610 +7,244	+3%	+$278K	0.22%	95
2025 Q2	$9.76M	Buy	264,366 +29,854	+13%	+$1.02M	0.22%	88
2025 Q1	$7.83M	Buy	234,512 +755	+0.3%	+$26.5K	0.21%	89
2024 Q4	$8.17M	Buy	233,757 +3,590	+2%	+$126K	0.23%	87
2024 Q3	$7.89M	Sell	230,167 -3,405	-1%	-$112K	0.22%	86
2024 Q2	$7.53M	Buy	233,572 +12,284	+6%	+$384K	0.24%	75
2024 Q1	$6.9M	Sell	221,288 -6,479	-3%	-$192K	0.23%	79
2023 Q4	$6.45M	Buy	227,767 +70,712	+45%	+$1.86M	0.26%	70
2023 Q3	$3.94M	Buy	157,055 +113,567	+261%	+$2.94M	0.18%	96
2023 Q2	$1.12M	Buy	43,488 +6,204	+17%	+$152K	0.05%	264
2023 Q1	$883K	Buy	+37,284	New	+$870K	0.04%	314

Other funds holding CGUS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $573M AUM 21.74% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return