Winch Advisory Services, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1585822
Appleton, WI
Position in CGUS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$45,835
-$2,159 QoQ
Shares Held
1,193
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,835 | 1,193 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $47,994 | 1,193 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $47,052 | 1,190 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $43,872 | 1,188 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $39,612 | 1,186 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $41,474 | 1,186 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $40,484 | 1,181 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $38,055 | 1,180 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $36,706 | 1,178 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $33,337 | 1,178 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $10,797 | 430 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $11,042 | 430 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,186 | 430 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||