Advyzon Investment Management, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 2011872
LISLE, IL
Position in CGUS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,806,820
+$196,340 QoQ
Shares Held
85,585
-8.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#50
of 119 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,806,820 | 85,585 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,610,480 | 93,974 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $3,182,876 | 79,117 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,330,086 | 33,639 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,264,815 | 34,249 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,135,232 | 33,989 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,187,476 | 33,957 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||