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Capital Group Core Equity Et shares owned by Affiance Financial

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

Historical chart of Affiance Financial 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 Affiance Financial 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 Affiance Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 145k 39.54
2025-06-30 $9.7M 262k 36.93
2025-03-31 $16M 491k 33.40
2022-12-31 $20k 900 22.46

More positions owned by Affiance Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Capital Group Core Equity Et Shs Creation Uni (CGUS)

View all positions for Affiance Financial

Top funds holding Capital Group Core Equity Et

LPL Financial
Envestnet Asset Management
Raymond James Financial
Capital Research and Management Company - Division 3
Cetera Investment Advisers
Morgan Stanley
Jones Financial Companies, L.L
Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Commonwealth Equity Services
Mml Investors Services
Cambridge Investment Research Advisors
Merit Financial Group
Royal Bank of Canada

View all funds holding Capital Group Core Equity Et