Envestnet Portfolio Solutions, Inc.
Position in CGUS — Capital Group Core Equity ETF
CIK 1998033
BERWYN, PA
All Filings in CGUS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,751,439 | 219,232 | Shares | Sole | 2026-09-23 | |
| 2026-03-31 | $8,174,777 | 212,774 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $8,692,053 | 216,059 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,367,250 | 186,324 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,167,660 | 221,166 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,713,985 | 320,778 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $13,691,244 | 391,514 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,174,576 | 355,151 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $10,953,099 | 339,631 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $9,702,039 | 311,362 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,797,640 | 275,535 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,946,499 | 236,818 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||