INSIGNEO ADVISORY SERVICES, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1964958
MIAMI, FL
Position in CGUS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$347,299
+$40,785 QoQ
Shares Held
7,808
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#96
of 119 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGUS Over Time
Shares Held
Position Value (USD)
All Filings in CGUS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,299 | 7,808 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $306,514 | 7,978 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $328,397 | 8,163 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $264,206 | 6,682 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $222,687 | 6,030 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $203,630 | 5,823 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||