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Capital Group Core Equity Et shares owned by Orion Portfolio Solutions

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

Historical chart of Orion Portfolio Solutions 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 Orion Portfolio Solutions 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 Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 331k 34.28
2024-03-31 $10M 331k 31.16
2023-12-31 $7.9M 279k 28.18
2023-09-30 $6.2M 246k 25.11

More positions owned by Orion Portfolio Solutions

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Total (IXUS)

View all positions for Orion Portfolio Solutions

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