KINGSWOOD WEALTH ADVISORS, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1987855
SAN DIEGO, CA
All Filings in CGUS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,426,866 | 279,381 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $11,032,264 | 287,149 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $11,388,348 | 283,081 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,491,534 | 63,013 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,310,747 | 62,571 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,134,761 | 63,915 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $2,219,406 | 63,466 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,162,725 | 63,090 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $269,868 | 8,368 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||