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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
2.78K+ 25.53% |
$91.8K - $102K
|
13.6K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.76K+ 24.54% |
$91.2K - $101K
|
14K
$497K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.71K+ 18.16% |
$89.7K - $99.3K
|
17.7K
$627K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.48K+ 20.47% |
$82.1K - $90.9K
|
14.6K
$519K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.29K+ 80.97% |
$75.9K - $84K
|
5.13K
$182K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.18K+ 29.59% |
$72K - $79.7K
|
9.54K
$338K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.07K+ 19.09% |
$68.4K - $75.7K
|
12.9K
$458K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.04K+ 2.22% |
$67.4K - $74.6K
|
93.7K
$3.33M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.95K+ 14.89% |
$64.4K - $71.3K
|
15K
$533K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.88K+ 4.92% |
$62K - $68.7K
|
40K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.85K+ 3.55% |
$61.2K - $67.7K
|
54K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.85K+ 5.1% |
$61K - $67.6K
|
38K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.83K+ 514.08% |
$60.4K - $66.8K
|
2.18K
$77.4K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.82K+ 1.07% |
$60.1K - $66.5K
|
172K
$6.09M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.76KNew |
$58.1K - $64.3K
|
1.76K
$62.4K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.75K+ 10.86% |
$57.7K - $63.9K
|
17.8K
$632K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.45K+ 101.05% |
$48K - $53.1K
|
2.89K
$102K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.45K+ 19.87% |
$47.8K - $53K
|
8.73K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.33K+ 305.53% |
$43.9K - $48.6K
|
1.76K
$62.5K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 10.55% |
$43.1K - $47.7K
|
13.7K
$485K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.29K+ 5.68% |
$42.8K - $47.3K
|
24.1K
$854K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 8.52% |
$41K - $45.4K
|
15.8K
$560K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.23K+ 6.33% |
$40.7K - $45.1K
|
20.7K
$734K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.2K+ 11.97% |
$39.7K - $43.9K
|
11.2K
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.1K+ 4.38% |
$36.5K - $40.4K
|
26.3K
$933K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.09K+ 4.53% |
$36K - $39.8K
|
25.1K
$890K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
1.05K+ 82.86% |
$34.7K - $38.4K
|
2.32K
$82.2K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1K+ 4.22% |
$33.1K - $36.7K
|
24.7K
$877K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
987+ 12.54% |
$32.6K - $36.1K
|
8.86K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
970+ 5.93% |
$32.1K - $35.5K
|
17.3K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
950+ 10.52% |
$31.4K - $34.8K
|
9.98K
$354K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
948+ 4.82% |
$31.4K - $34.7K
|
20.6K
$732K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
935New |
$30.9K - $34.2K
|
935
$33.2K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
911+ 0.21% |
$30.1K - $33.4K
|
435K
$15.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
910+ 2.33% |
$30.1K - $33.3K
|
39.9K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
875+ 3.92% |
$28.9K - $32K
|
23.2K
$823K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
866New |
$28.6K - $31.7K
|
866
$30.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
865+ 2.85% |
$28.6K - $31.7K
|
31.2K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
755+ 0.32% |
$25K - $27.6K
|
235K
$8.33M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
725+ 2.72% |
$24K - $26.5K
|
27.4K
$973K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
586+ 7.77% |
$19.4K - $21.5K
|
8.13K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
514New |
$17K - $18.8K
|
514
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
500+ 0.98% |
$16.5K - $18.3K
|
51.7K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
456+ 4.03% |
$15.1K - $16.7K
|
11.8K
$418K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
449+ 0.71% |
$14.9K - $16.4K
|
63.9K
$2.27M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
375New |
$12.4K - $13.7K
|
375
$13.3K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
345+ 3.06% |
$11.4K - $12.6K
|
11.6K
$412K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
330New |
$10.9K - $12.1K
|
330
$11.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
224+ 2.71% |
$7.41K - $8.2K
|
8.48K
$301K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
200New |
$6.62K - $7.32K
|
200
$7.1K
|