Question 1

How many shares of CGUS does Kestra Advisory Services, LLC own?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC holds 1.6M shares of CGUS (CAPITAL GROUP CORE EQUITY ET).

Question 2

What is Kestra Advisory Services, LLC's CGUS position worth?

Accepted Answer

As of 2026-Q2, Kestra Advisory Services, LLC's CGUS position is worth $71.2M.

Question 3

Is Kestra Advisory Services, LLC buying or selling CGUS?

Accepted Answer

In 2026-Q2, Kestra Advisory Services, LLC increased their CGUS position (+55.5% change in shares).

Question 4

When did Kestra Advisory Services, LLC first buy CGUS?

Accepted Answer

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in CGUS in 2022-Q2. They have held the position across 17 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.6M	+55.5%	$71.2M	0.2%	$44.48	50
2026-Q1	Increased	1M	+12.9%	$39.6M	0.1%	$40.31	39
2025-Q4	Decreased	912,191	-15.3%	$36.7M	0.2%	$40.51	0
2025-Q3	Decreased	1.1M	-8.3%	$42.6M	0.2%	$39.25	0
2025-Q2	Increased	1.2M	+7.3%	$43.4M	0.2%	$36.56	37
2025-Q1	Increased	1.1M	+13.6%	$36.6M	0.2%	$32.96	39
2024-Q4	Decreased	963,876	-9.1%	$33.7M	0.2%	$34.73	0
2024-Q3	Increased	1.1M	+28.3%	$36.3M	0.2%	$33.73	43
2024-Q2	Increased	826,369	+107.6%	$26.7M	0.1%	$31.74	55
2024-Q1	Increased	398,060	+19.2%	$12.4M	0.1%	$30.59	33
2023-Q4	Increased	333,956	+40.0%	$9.5M	0.1%	$27.72	37
2023-Q3	Increased	238,594	+6.8%	$6M	0.1%	$24.51	29
2023-Q2	Increased	223,373	+6.4%	$5.7M	0.1%	$24.73	29
2023-Q1	Increased	209,888	+14.3%	$5M	0.1%	$22.73	31
2022-Q4	Increased	183,633	+156.0%	$4.1M	0.0%	$21.70	43
2022-Q3	Increased	71,739	+181.9%	$1.5M	0.0%	$19.87	41
2022-Q2	New	25,445	-	$552,000	0.0%	$21.03	34

CGUS17 quarters

CGUS
17 quarters