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Showing 8 of 16 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in CAPITAL GROUP CORE EQUITY ET

Cetera Investment Advisers holds 6.4M shares of CGUS (CAPITAL GROUP CORE EQUITY ET), worth $284.2M as of 2026-Q2. The position was increased (+1.2% shares). CGUS represents 0.3% of Cetera Investment Advisers's portfolio.

Current Value

$284.2M

Current Shares

6.4M

Total Value Change

+$192.8M

Total Shares Change

+3.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.4M
+1.2%
$284.2M0.3%$44.48
37
2026-Q1
Increased
6.3M
+6.3%
$242.6M0.3%$40.31
39
2025-Q4
Increased
5.9M
+7.6%
$239M0.3%$40.51
40
2025-Q3
Increased
5.5M
+14.4%
$218.4M0.3%$39.25
42
2025-Q2
Increased
4.8M
+25.6%
$178.3M0.3%$36.56
45
2025-Q1
Increased
3.8M
+25.4%
$128.4M0.2%$32.96
44
2024-Q4
Increased
3.1M
+14.9%
$107.1M0.2%$34.73
41
2024-Q3
Increased
2.7M
+14.0%
$91.4M0.2%$33.73
41

Other major holders of CGUS: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC

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