Financial Perspectives, Inc
Position in CGUS — Capital Group Core Equity ETF
CIK 2003287
MINNEAPOLIS, MN
Position in CGUS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$84,985
-$4,003 QoQ
Shares Held
2,212
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
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 | $84,985 | 2,212 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $88,988 | 2,212 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $87,343 | 2,209 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $56,909 | 1,541 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $51,469 | 1,541 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $53,888 | 1,541 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $52,825 | 1,541 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $49,697 | 1,541 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $48,017 | 1,541 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $43,610 | 1,541 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $38,568 | 1,536 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $39,316 | 1,531 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $36,269 | 1,531 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $34,386 | 1,531 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||