MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1607355
GLASTONBURY, CT
Position in CGUS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$314,429
+$42,839 QoQ
Shares Held
7,069
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#98
of 119 holders
Holding Since
Sep 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,429 | 7,069 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $271,590 | 7,069 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $290,018 | 7,209 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $296,668 | 7,503 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $86,009 | 2,329 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $77,321 | 2,315 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $44,272 | 1,266 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $40,416 | 1,179 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $208,625 | 6,469 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $191,322 | 6,140 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $149,707 | 5,290 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $132,831 | 5,290 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||