Security Financial Services »

Capital Group Core Equity Et shares owned by Security Financial Services

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

Historical chart of Security Financial Services 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 Security Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group Core Equity Et by Security Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 34k 40.23
2025-09-30 $971k 25k 39.54
2025-06-30 $458k 12k 36.93

More positions owned by Security Financial Services

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Series Trust State Street Spd (SPTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)

View all positions for Security Financial Services

Top funds holding Capital Group Core Equity Et

LPL Financial
Envestnet Asset Management
Raymond James Financial
Capital Research and Management Company - Division 3
Cetera Investment Advisers
Wells Fargo & Company
Jones Financial Companies, L.L
Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Mml Investors Services
Cambridge Investment Research Advisors
Merit Financial Group
Advisor Group Holdings
Royal Bank of Canada

View all funds holding Capital Group Core Equity Et