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Capital Group Core Equity Et shares owned by Investmark Advisory Group

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

Historical chart of Investmark Advisory Group investment in Capital Group Core Equity Et

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All positions including Capital Group Core Equity Et held by Investmark Advisory 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 Investmark Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $325k 10k 32.25
2024-03-31 $289k 9.3k 31.16
2023-09-30 $230k 9.2k 25.11
2023-06-30 $237k 9.2k 25.68

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Apple (AAPL)
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Capital Group Growth Etf Shs Creation Uni (CGGR)
Qualcomm (QCOM)
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Home Depot (HD)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Chevron Corporation (CVX)
Fidelity Covington Trust High Divid Etf (FDVV)
Pepsi (PEP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Philip Morris International (PM)

View all positions for Investmark Advisory 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