U.S. Capital Wealth Advisors, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1808915
AUSTIN, TX
Position in CGUS
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,052,976
-$14,124 QoQ
Shares Held
27,407
+3.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,052,976 | 27,407 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,067,100 | 26,525 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,014,398 | 25,655 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $841,671 | 22,791 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $484,066 | 14,493 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||