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Capital Group Core Equity Et shares owned by Sovran Advisors

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

Historical chart of Sovran 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 Sovran 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 Sovran Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.5M 162k 40.18
2025-06-30 $4.6M 125k 37.20
2025-03-31 $3.1M 98k 31.36
2024-12-31 $2.8M 82k 34.80

More positions owned by Sovran Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Microsoft Corporation (MSFT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Amazon (AMZN)

View all positions for Sovran Advisors

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
Morgan Stanley
Jones Financial Companies, L.L
Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Commonwealth Equity Services
Mml Investors Services
Cambridge Investment Research Advisors
Merit Financial Group
Royal Bank of Canada

View all funds holding Capital Group Core Equity Et