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Capital Group Core Equity Et shares owned by Ascent Group

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

Historical chart of Ascent Group 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 Ascent Group 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 Ascent Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $570k 17k 34.28
2024-06-30 $533k 17k 32.25
2024-03-31 $514k 17k 31.16
2023-09-30 $442k 17k 25.70

More positions owned by Ascent Group

Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
UnitedHealth (UNH)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Ascent Group

Top funds holding Capital Group Core Equity Et

Envestnet Asset Management
LPL Financial
Capital Group Private Client Services
Raymond James & Associates
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Cetera Investment Advisers
Morgan Stanley
Wells Fargo & Company
Cambridge Investment Research Advisors
Raymond James Financial Services Advisors
Mml Investors Services
Advisor Group Holdings
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Capital Group Core Equity Et