Wealthcare Advisory Partners LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1683059
WEST CHESTER, PA
Position in CGUS
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$5,957,750
-$416,291 QoQ
Shares Held
155,069
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.42%
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 | $5,957,750 | 155,069 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,374,041 | 158,440 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $10,739,459 | 271,610 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,763,036 | 264,366 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,832,700 | 234,512 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $8,174,482 | 233,757 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,890,124 | 230,167 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,532,697 | 233,572 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,895,334 | 221,288 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $6,445,806 | 227,767 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,943,651 | 157,055 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,116,771 | 43,488 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $883,257 | 37,284 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||