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J.W. COLE ADVISORS, INC.

Position in CGUS — Capital Group Core Equity ETF

CIK 1404763 TAMPA, FL

Position in CGUS

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$3,326,019
+$74,430 QoQ
Shares Held
86,570
+7.1% QoQ
Ownership
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CGUS Over Time

Shares Held

Position Value (USD)

All Filings in CGUS

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,326,019 86,570
2025-12-31 $3,251,589 80,825
2025-09-30 $2,627,907 66,462
2025-06-30 $1,779,435 48,184
2025-03-31 $1,329,453 39,804
2024-12-31 $269,688 7,712
2024-09-30 $264,195 7,707
2024-06-30 $248,486 7,705