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 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.7K+ 37.12% |
$355K - $393K
|
39.6K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
10.7K+ 16.09% |
$353K - $390K
|
76.9K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
10.6KNew |
$350K - $387K
|
10.6K
$375K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
9.63K+ 10.82% |
$318K - $352K
|
98.6K
$3.5M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
9.36K+ 21.25% |
$310K - $343K
|
53.4K
$1.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
9.29K+ 46.06% |
$307K - $340K
|
29.4K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
9.27K+ 7.17% |
$306K - $339K
|
138K
$4.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
8.88KNew |
$294K - $325K
|
8.88K
$315K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
8.8K+ 17.11% |
$291K - $322K
|
60.2K
$2.14M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.3K+ 10.19% |
$274K - $304K
|
89.7K
$3.19M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
8.17K+ 40.5% |
$270K - $299K
|
28.4K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.71KNew |
$255K - $282K
|
7.71K
$274K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.69K+ 37.27% |
$254K - $282K
|
28.3K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
7.51KNew |
$248K - $275K
|
7.51K
$266K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.07K+ 4.76% |
$234K - $259K
|
156K
$5.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
6.75K+ 9.66% |
$223K - $247K
|
76.6K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.48K+ 6.42% |
$214K - $237K
|
107K
$3.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
6.37K+ 14.4% |
$211K - $233K
|
50.6K
$1.8M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
6.27K+ 57.54% |
$207K - $230K
|
17.2K
$609K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.27K+ 15.22% |
$207K - $230K
|
47.5K
$1.69M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.19KNew |
$205K - $227K
|
6.19K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.88K+ 25.46% |
$194K - $215K
|
29K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.77K+ 42.33% |
$191K - $211K
|
19.4K
$689K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.6K+ 15.52% |
$185K - $205K
|
41.7K
$1.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.53K+ 13.81% |
$183K - $203K
|
45.6K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.49K+ 16.74% |
$181K - $201K
|
38.2K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.19K+ 239.02% |
$172K - $190K
|
7.37K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.04K+ 50.35% |
$167K - $184K
|
15K
$534K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
5.03K+ 38.06% |
$166K - $184K
|
18.2K
$647K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.02K+ 16.39% |
$166K - $184K
|
35.6K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5K+ 81.96% |
$165K - $183K
|
11.1K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.65K+ 464.9% |
$154K - $170K
|
5.65K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.57K+ 59.13% |
$151K - $167K
|
12.3K
$437K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.41K+ 15.85% |
$146K - $162K
|
32.2K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.39K+ 51.53% |
$145K - $161K
|
12.9K
$458K
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4.34K+ 36.71% |
$143K - $159K
|
16.2K
$573K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
4.31K+ 8.43% |
$143K - $158K
|
55.4K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.86K+ 17.36% |
$128K - $141K
|
26.1K
$926K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.85K+ 37.54% |
$127K - $141K
|
14.1K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.72KNew |
$123K - $136K
|
3.72K
$132K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.65K+ 7.35% |
$121K - $134K
|
53.3K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.6K+ 23.06% |
$119K - $132K
|
19.2K
$681K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.45K+ 15.33% |
$114K - $126K
|
25.9K
$920K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.4K+ 8.19% |
$112K - $124K
|
44.9K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
3.32K+ 1.15% |
$110K - $122K
|
293K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.04K+ 35.79% |
$100K - $111K
|
11.5K
$409K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.02K+ 19.29% |
$99.9K - $111K
|
18.7K
$663K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.92K+ 0.46% |
$96.7K - $107K
|
634K
$22.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.88K+ 7.74% |
$95.3K - $105K
|
40.1K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.85K+ 15.25% |
$94.1K - $104K
|
21.5K
$763K
|