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Capital Group Core Equity Et shares owned by Detalus Advisors

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

Historical chart of Detalus Advisors 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 Detalus Advisors 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 Detalus Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $262k 8.4k 31.16
2023-12-31 $238k 8.4k 28.30
2023-09-30 $216k 8.6k 25.11
2023-06-30 $221k 8.6k 25.68
2023-03-31 $258k 11k 23.69
2022-12-31 $810k 36k 22.46

More positions owned by Detalus Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr S&p 100 Etf (OEF)
Equifax (EFX)
Byline Ban (BY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Us Bancorp Del Com New (USB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)

View all positions for Detalus Advisors

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