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Capital Group Core Equity Et shares owned by Worth Financial Advisory Group

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

Historical chart of Worth Financial Advisory Group 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 Worth Financial Advisory Group 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 Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 6.1k 34.28

More positions owned by Worth Financial Advisory Group

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
JPMorgan Chase & Co. (JPM)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Worth Financial Advisory Group

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