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

WealthSource 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
2023
Q4 		$303K Hold
10,717
– – 0.02% 415
2023
Q3 		$269K Sell
10,717
-862
-7% -$22.3K 0.02% 421
2023
Q2 		$297K Buy
11,579
+1,558
+16% +$38K 0.02% 414
2023
Q1 		$237K Buy
+10,021
New +$234K 0.02% 451

Other funds holding CGUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthSource Partners's CGUS Position: Q4 2023 in Review

WealthSource Partners held its Capital Group Core Equity ETF (CGUS) position steady in Q4 2023 at 10,717 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #415.

WealthSource Partners first reported a position in CGUS in Q1 2023 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold CGUS as of Q4 2023.

  • WealthSource Partners held 10,717 shares of Capital Group Core Equity ETF worth $303K as of Q4 2023.
  • WealthSource Partners left its Capital Group Core Equity ETF share count unchanged in Q4 2023.
  • Capital Group Core Equity ETF made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #415 holding.
  • WealthSource Partners first reported a position in Capital Group Core Equity ETF in Q1 2023 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.