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Capital Group Core Equity Et shares owned by Independent Wealth Network

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

Historical chart of Independent Wealth Network 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 Independent Wealth Network 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 Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2024-09-30 $706k 21k 34.28
2024-06-30 $544k 17k 32.25
2024-03-31 $370k 12k 31.16

More positions owned by Independent Wealth Network

Caterpillar (CAT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Pacer Fds Tr Pac Asset Fltg (FLRT)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core Lt Usdb Etf (ILTB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Independent Wealth Network

Top funds holding Capital Group Core Equity Et

Envestnet Asset Management
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Morgan Stanley
Raymond James & Associates
Commonwealth Equity Services
Wells Fargo & Company
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Mml Investors Services
Captrust Financial Advisors
Royal Bank of Canada
Stifel Financial
Kestra Advisory Services

View all funds holding Capital Group Core Equity Et