Advance Capital Management, Inc.
Position in CGUS — Capital Group Core Equity ETF
CIK 1536029
SOUTHFIELD, MI
Position in CGUS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$783,381
+$164,243 QoQ
Shares Held
17,612
+9.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#77
of 119 holders
Holding Since
Mar 2024
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,381 | 17,612 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $619,138 | 16,115 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $648,306 | 16,115 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $522,283 | 13,209 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $274,389 | 7,430 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $274,047 | 8,205 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $286,928 | 8,205 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $280,273 | 8,176 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $263,256 | 8,163 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $229,431 | 7,363 | Shares | Sole | 2024-04-04 | |
| No filing history on record for this holder in this stock. | ||||||