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Capital Group Core Equity Et shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $24M 764k 31.16
2023-12-31 $3.5M 124k 28.30
2023-09-30 $1.2M 47k 25.10
2023-06-30 $287k 11k 25.72

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

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