Winch Advisory Services’s Capital Group Core Equity ETF CGUS Stock Holding History

Winch Advisory Services’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 Q1	$45.9K	Hold	1,193	–	–	0.01%	183
2025 Q4	$48K	Buy	1,193 +3	+0.3%	+$120	0.01%	175
2025 Q3	$47K	Buy	1,190 +2	+0.2%	+$77	0.01%	176
2025 Q2	$43.9K	Buy	1,188 +2	+0.2%	+$68	0.01%	170
2025 Q1	$39.6K	Hold	1,186	–	–	0.01%	171
2024 Q4	$41.5K	Buy	1,186 +5	+0.4%	+$175	0.01%	168
2024 Q3	$40.5K	Buy	1,181 +1	+0.1%	+$33	0.01%	172
2024 Q2	$38K	Buy	1,180 +2	+0.2%	+$62	0.01%	165
2024 Q1	$36.7K	Hold	1,178	–	–	0.01%	169
2023 Q4	$33.3K	Buy	1,178 +748	+174%	+$19.7K	0.01%	172
2023 Q3	$11K	Hold	430	–	–	﹤0.01%	243
2023 Q2	$11K	Hold	430	–	–	﹤0.01%	241
2023 Q1	$10K	Buy	+430	New	+$10K	﹤0.01%	249

Other funds holding CGUS

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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