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Capital Group Core Equity Et shares owned by Merit Financial Group

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Capital Group Core Equity Et

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Equity Et by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 108k 30.49
2023-12-31 $3.1M 109k 28.30
2023-09-30 $2.4M 95k 25.11
2023-06-30 $3.7M 143k 25.68

More positions owned by Merit Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
United Parcel Service CL B (UPS)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Merit Financial Group

Top funds holding Capital Group Core Equity Et

Envestnet Asset Management
LPL Financial
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Wells Fargo & Company
Cambridge Investment Research Advisors
Stifel Financial
Advisor Group Holdings
Royal Bank of Canada
Baird Financial
CWM
Souders Financial Advisors

View all funds holding Capital Group Core Equity Et