CWS Financial Advisors, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1802459
KALAMAZOO, MI
Position in CGUS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,536,492
-$56,414 QoQ
Shares Held
39,992
+1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,536,492 | 39,992 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,592,906 | 39,595 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,616,197 | 40,875 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,498,656 | 40,581 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,270,769 | 38,047 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,265,983 | 36,202 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,023,875 | 29,868 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $858,301 | 26,614 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $706,802 | 22,683 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $650,107 | 22,972 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $533,838 | 21,260 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $327,317 | 12,746 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||