SEC 13F Intelligence

Sittner & Nelson, LLC / CGUS

Sittner & Nelson, LLC’s Capital Group Core Equity Et Position

Does Sittner & Nelson, LLC own Capital Group Core Equity Et (CGUS)? Yes99.8K shares worth $4M (+1.40% of its 13F portfolio) as of Q1 2026, up from 95.6K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
99.8K
% of Portfolio
+1.40%
Quarters Held
15
currently held

Position History CGUS

Reported value by quarter
Q3 ’22: $142,000Q3 ’22Q4 ’22: $410,142Q1 ’23: $432,603Q1 ’23Q2 ’23: $468,942Q3 ’23: $458,534Q3 ’23Q4 ’23: $597,441Q1 ’24: $890,085Q1 ’24Q2 ’24: $985,076Q3 ’24: $1MQ3 ’24Q4 ’24: $2MQ1 ’25: $3MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202699.8K$4M+1.40%
Q4 202595.6K$4M+1.38%
Q3 202579.5K$3M+1.14%
Q2 202578.2K$3M+1.16%
Q1 202576.9K$3M+1.10%
Q4 202466.3K$2M+1.00%
Q3 202443.6K$1M+0.67%
Q2 202430.5K$985,076+0.49%
Q1 202428.6K$890,085+0.45%
Q4 202321.1K$597,441+0.32%
Q3 202318.3K$458,534+0.26%
Q2 202318.3K$468,942+0.26%
Q1 202318.3K$432,603+0.25%
Q4 202218.3K$410,142+0.25%
Q3 20227.0K$142,000+0.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sittner & Nelson, LLC’s full portfolio or all institutional holders of CGUS.