Summit Investment Advisory Services, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1914395
ROSEVILLE, MN
All Filings in CGUS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,373,128 | 502,993 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,533,078 | 482,381 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $29,556,015 | 734,676 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $27,827,619 | 703,784 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $24,781,802 | 671,048 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $21,171,959 | 633,891 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $22,064,915 | 630,967 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $20,686,917 | 603,469 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $17,796,348 | 571,128 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $16,887,062 | 596,716 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $14,693,869 | 585,180 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $19,200,088 | 747,667 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $18,058,176 | 762,270 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $242,859 | 10,813 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||