Merit Financial Group, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1621225
ALPHARETTA, GA
Position in CGUS
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$88,641,356
+$401,478 QoQ
Shares Held
2,307,167
+5.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,641,356 | 2,307,167 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $88,239,878 | 2,193,385 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $83,336,915 | 2,107,661 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,513,806 | 122,226 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,493,005 | 104,581 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,709,825 | 77,490 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,396,172 | 69,900 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,240,052 | 69,459 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,374,565 | 108,298 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,081,077 | 108,872 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,385,977 | 95,021 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,675,244 | 143,117 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||