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Capital Group Core Equity Et shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment 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 Steward Partners Investment 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $180k 6.4k 28.30
2023-09-30 $160k 6.4k 25.11
2023-06-30 $155k 6.0k 25.68
2023-03-31 $525k 22k 23.69
2022-12-31 $390k 17k 22.46

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
UnitedHealth (UNH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Tesla Motors (TSLA)

View all positions for Steward Partners Investment 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