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Capital Group Core Equity Et shares owned by Continuum Advisory

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

Historical chart of Continuum 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 Continuum 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 Continuum Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 82k 28.31
2023-09-30 $1.5M 59k 25.11
2023-06-30 $858k 33k 25.68

More positions owned by Continuum Advisory

Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Continuum Advisory

Top funds holding Capital Group Core Equity Et

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

View all funds holding Capital Group Core Equity Et