CreativeOne Wealth, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1739728
OVERLAND PARK, KS
Position in CGUS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$632,505
+$252,877 QoQ
Shares Held
14,220
+43.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#84
of 119 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632,505 | 14,220 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $379,628 | 9,881 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $310,213 | 7,711 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||