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Capital Group Core Equity Et shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Capital Group Core Equity Et

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Equity Et by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $554k 18k 31.16
2023-12-31 $444k 16k 28.30
2023-09-30 $376k 15k 25.11
2023-06-30 $313k 12k 25.68
2023-03-31 $213k 9.0k 23.69

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Modert Alloc Etf (AOM)
Visa Com Cl A (V)

View all positions for Beacon Financial Advisory

Top funds holding Capital Group Core Equity Et

LPL Financial
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Wells Fargo & Company
Cambridge Investment Research Advisors
Advisor Group Holdings
Baird Financial
CWM
Souders Financial Advisors
Midwest Heritage Bank
Assetmark
Royal Bank of Canada
TCG Advisory Services
Wealth Enhancement Advisory Services

View all funds holding Capital Group Core Equity Et