Integrated Wealth Concepts LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1737109
WALTHAM, MA
Position in CGUS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,854,097
+$5,991,402 QoQ
Shares Held
288,986
+61.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#27
of 119 holders
Holding Since
Dec 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,854,097 | 288,986 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,862,695 | 178,623 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,492,679 | 161,389 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,867,340 | 148,390 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,260,752 | 142,452 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,715,416 | 111,240 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,015,006 | 57,621 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $613,166 | 17,887 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $449,500 | 13,938 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $342,573 | 10,994 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $305,640 | 10,800 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||