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Capital Group Core Equity Et shares owned by Octavia Wealth Advisors

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

Historical chart of Octavia Wealth Advisors 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 Octavia Wealth Advisors 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 Octavia Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $339k 11k 31.24
2023-12-31 $316k 11k 28.30

More positions owned by Octavia Wealth Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Starboard Invt Tr Adaptive Alpha (AGOX)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Midcp 400 Val (IVOV)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)

View all positions for Octavia Wealth Advisors

Top funds holding Capital Group Core Equity Et

Commonwealth Equity Services
Advisor Group Holdings
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