Independent Advisor Alliance
Position in CGUS — Capital Group Core Equity ETF
CIK 1696899
CHARLOTTE, NC
Position in CGUS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$15,993,592
+$7,609,990 QoQ
Shares Held
416,283
+73.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,993,592 | 416,283 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $8,383,602 | 239,737 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||