Purchases and Sales Made in Q1 2025 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q1 2025. The information is specifically focused on institutions that hold shares of CAPITAL GROUP CORE EQUITY ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
51K+ 81.13% |
$1.69M - $1.87M
|
114K
$4.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
48.6K+ 62.33% |
$1.61M - $1.78M
|
127K
$4.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
47.4K+ 273.91% |
$1.57M - $1.73M
|
64.6K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
46.3K+ 12.99% |
$1.53M - $1.7M
|
403K
$14.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
39.7K+ 5.2% |
$1.31M - $1.45M
|
803K
$28.5M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
34.7KNew |
$1.15M - $1.27M
|
34.7K
$1.23M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32.1K+ 416.13% |
$1.06M - $1.18M
|
39.8K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
31.7KNew |
$1.05M - $1.16M
|
31.7K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
30.7K+ 21.84% |
$1.02M - $1.13M
|
171K
$6.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
30.4K+ 12.82% |
$1.01M - $1.11M
|
267K
$9.5M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
28.3K+ 145.32% |
$936K - $1.04M
|
47.8K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
27.5K+ 42.57% |
$910K - $1.01M
|
92.1K
$3.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
27.2K+ 143.01% |
$900K - $996K
|
46.2K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
27.1K+ 34.96% |
$896K - $992K
|
105K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25.3K+ 6.66% |
$837K - $927K
|
405K
$14.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
25K+ 13.74% |
$828K - $916K
|
207K
$7.35M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.7K+ 138.81% |
$818K - $905K
|
42.5K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.5K+ 66.22% |
$810K - $897K
|
61.5K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
23.1K+ 21.03% |
$763K - $845K
|
133K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.8KNew |
$754K - $835K
|
22.8K
$809K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
21.2KNew |
$700K - $775K
|
21.2K
$751K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.3K+ 20.74% |
$672K - $744K
|
118K
$4.2M
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
19.8K+ 5.79% |
$656K - $726K
|
362K
$12.9M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
19.1K+ 32.12% |
$632K - $699K
|
78.6K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19.1KNew |
$631K - $699K
|
19.1K
$677K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18.7K+ 48.5% |
$617K - $683K
|
57.1K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
18.1K+ 20.01% |
$599K - $663K
|
109K
$3.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18.1K+ 111.36% |
$598K - $662K
|
34.3K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18KNew |
$596K - $660K
|
18K
$640K
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
17.6K+ 150.92% |
$581K - $643K
|
29.2K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
16.7K+ 20.37% |
$551K - $610K
|
98.4K
$3.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.4K+ 8.47% |
$544K - $602K
|
211K
$7.48M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15.8K+ 12.19% |
$523K - $579K
|
145K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.8KNew |
$522K - $578K
|
15.8K
$560K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
15.6K+ 55.6% |
$516K - $572K
|
43.7K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
15.4K+ 20.1% |
$508K - $562K
|
91.7K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15.3K+ 14.12% |
$506K - $561K
|
124K
$4.39M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
15K+ 5.39% |
$496K - $549K
|
293K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.5KNew |
$479K - $531K
|
14.5K
$515K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.1K+ 13.66% |
$465K - $515K
|
117K
$4.15M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.4K+ 3.85% |
$442K - $489K
|
360K
$12.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
13.2K+ 38.83% |
$438K - $484K
|
47.3K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.1K+ 13.37% |
$434K - $480K
|
111K
$3.95M
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
BUY
|
- |
13.1K+ 111.77% |
$434K - $480K
|
24.8K
$882K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.4K+ 30.78% |
$412K - $456K
|
52.9K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.3KNew |
$406K - $449K
|
12.3K
$435K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.9KNew |
$393K - $435K
|
11.9K
$422K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
11.3K+ 12.94% |
$374K - $414K
|
98.5K
$3.5M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
11.2K+ 5.65% |
$371K - $411K
|
210K
$7.44M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
11.1K+ 32.59% |
$368K - $407K
|
45.2K
$1.61M
|