CAPTRUST FINANCIAL ADVISORS
Position in CGUS — Capital Group Core Equity ETF
CIK 1512024
RALEIGH, NC
Position in CGUS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$78,724,351
+$9,920,356 QoQ
Shares Held
1,769,882
-1.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#12
of 119 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in CGUS Over Time
Shares Held
Position Value (USD)
All Filings in CGUS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,724,351 | 1,769,882 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $68,803,995 | 1,790,838 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $71,160,956 | 1,768,853 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $71,302,916 | 1,803,311 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $67,525,914 | 1,828,484 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $57,129,865 | 1,710,475 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $55,926,192 | 1,599,262 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $52,550,725 | 1,532,985 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,600,355 | 1,227,918 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,172,132 | 69,709 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,674,228 | 59,160 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,314,081 | 52,333 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,049,182 | 40,856 | Shares | Sole | 2023-08-15 | |
| 2022-09-30 | $271,380 | 13,316 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $332,510 | 15,316 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $206,000 | 8,000 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||