BARNES PETTEY FINANCIAL ADVISORS, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1908288
CLARKSDALE, MS
Position in CGUS
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$3,717,826
-$134,518 QoQ
Shares Held
96,768
+1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,717,826 | 96,768 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,852,344 | 95,758 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,764,405 | 95,205 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,521,866 | 95,366 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,214,649 | 96,247 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,520,569 | 100,674 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,454,464 | 100,772 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,288,597 | 101,972 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,275,850 | 105,130 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,975,179 | 105,130 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,530,334 | 100,770 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,648,583 | 103,138 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,127,646 | 89,812 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,986,474 | 88,445 | Shares | Sole | 2023-02-22 | |
| No filing history on record for this holder in this stock. | ||||||