CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CGUS — Capital Group Core Equity ETF
CIK 819864
KOKOMO, IN
Position in CGUS
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$6,156,689
-$44,524 QoQ
Shares Held
160,247
+4.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,156,689 | 160,247 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,201,213 | 154,144 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,065,001 | 153,389 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,362,974 | 145,220 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,918,442 | 207,139 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,368,771 | 182,121 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,243,930 | 182,145 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,787,520 | 179,458 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,686,072 | 118,295 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,235,425 | 114,326 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $72,844 | 2,901 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $69,130 | 2,692 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $68,298 | 2,883 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $64,752 | 2,883 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $51,704 | 2,537 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $21,710 | 1,000 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||