INVESTMENT ADVISORY SERVICES INC /TX /ADV
Position in CGUS — Capital Group Core Equity ETF
CIK 925953
THE WOODLANDS, TX
Position in CGUS
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,664,811
+$41,775 QoQ
Shares Held
69,360
+6.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,664,811 | 69,360 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,623,036 | 65,201 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,481,569 | 62,761 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,136,400 | 57,850 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,689,271 | 50,577 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,546,093 | 44,212 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,282,586 | 37,415 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,119,655 | 34,718 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $802,681 | 25,760 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $678,917 | 23,990 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $363,492 | 14,476 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||