Steward Partners Investment Advisory, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1723397
STAMFORD, CT
All Filings in CGUS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,525,662 | 101,746 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,132,075 | 81,522 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,680,886 | 66,639 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,983,445 | 50,163 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,575,655 | 42,666 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $915,727 | 27,417 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $964,717 | 27,587 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $824,605 | 24,055 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $561,150 | 17,400 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $210,922 | 6,769 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $180,412 | 6,375 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $160,076 | 6,375 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $154,978 | 6,035 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $524,994 | 22,161 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $389,815 | 17,356 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||