Investment Planning Advisors, Inc.
Position in CGUS — Capital Group Core Equity ETF
CIK 2024049
CUMMING, GA
Position in CGUS
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,407,170
-$12,875,566 QoQ
Shares Held
36,626
-89.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,407,170 | 36,626 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $14,282,736 | 355,027 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $13,634,420 | 344,826 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $29,101,246 | 788,011 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $21,789,325 | 652,375 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $18,171,775 | 519,639 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,454,339 | 246,626 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $7,953,688 | 246,626 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||