INDEPENDENT FINANCIAL GROUP, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 275484
SAN DIEGO, CA
Position in CGUS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,603,719
-$382,148 QoQ
Shares Held
93,798
-5.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,603,719 | 93,798 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,985,867 | 99,077 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $3,213,059 | 81,261 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,957,068 | 52,994 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,700,961 | 50,927 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||