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Waverly Advisors, LLC

Position in CGUS — Capital Group Core Equity ETF

CIK 1568787 BIRMINGHAM, AL

Position in CGUS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$3,821,721
+$3,587,014 QoQ
Shares Held
85,920
+1306.4% QoQ
Ownership
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#49
of 119 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CGUS Over Time

Shares Held

Position Value (USD)

All Filings in CGUS

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,821,721 85,920
2026-03-31 $234,707 6,109