WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1632972
PLYMOUTH, MN
All Filings in CGUS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,666,072 | 554,543 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $20,094,966 | 523,034 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $28,169,046 | 700,200 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $27,120,723 | 685,906 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $24,885,095 | 673,845 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $22,754,752 | 681,280 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $21,560,228 | 616,535 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $19,288,053 | 562,662 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $18,574,032 | 575,939 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $18,330,306 | 588,264 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $16,455,487 | 581,466 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $13,284,219 | 529,041 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||