Sowell Financial Services LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1633697
NORTH LITTLE ROCK, AR
Position in CGUS
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$594,511
-$27,686 QoQ
Shares Held
15,474
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $594,511 | 15,474 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $622,197 | 15,466 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,794,404 | 45,382 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,634,447 | 44,258 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,334,029 | 39,941 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,364,914 | 39,031 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,526,762 | 44,538 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,475,115 | 45,740 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,425,725 | 45,755 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||