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Capital Group Core Equity Et shares owned by Swisher Financial Concepts

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

Historical chart of Swisher Financial Concepts 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 Swisher Financial Concepts 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 Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 36k 33.91
2024-06-30 $997k 31k 32.49
2024-03-31 $686k 22k 30.87

More positions owned by Swisher Financial Concepts

Capital Group Dividend Value Shs Creation Uni (CGDV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Mid Cap Etf (VO)
Abbvie (ABBV)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Msci Emrg Chn (EMXC)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Abbott Laboratories (ABT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Swisher Financial Concepts

Top funds holding Capital Group Core Equity Et

Envestnet Asset Management
LPL Financial
Capital Group Private Client Services
Cetera Investment Advisers
Raymond James & Associates
Northwestern Mutual Wealth Management Company
Commonwealth Equity Services
Wells Fargo & Company
Private Advisor
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