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 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
200+ 1.2% |
$6.62K - $7.32K
|
16.9K
$599K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
197+ 8.18% |
$6.52K - $7.21K
|
2.61K
$92.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
192New |
$6.35K - $7.03K
|
192
$6.82K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
176New |
$5.82K - $6.45K
|
176
$6.25K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
161+ 2.16% |
$5.33K - $5.9K
|
7.6K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
130+ 1.22% |
$4.3K - $4.76K
|
10.8K
$383K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
127+ 1.2% |
$4.2K - $4.65K
|
10.8K
$382K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
110+ 0.86% |
$3.64K - $4.03K
|
12.9K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
103+ 0.67% |
$3.41K - $3.77K
|
15.4K
$547K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
80New |
$2.65K - $2.93K
|
80
$2.84K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
69New |
$2.28K - $2.53K
|
69
$2.45K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
51+ 8.43% |
$1.69K - $1.87K
|
656
$23.3K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
35New |
$1.16K - $1.28K
|
35
$1.24K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
32+ 0.09% |
$1.06K - $1.17K
|
34K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
31+ 1.75% |
$1.03K - $1.14K
|
1.8K
$63.9K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
29+ 0.25% |
$959 - $1.06K
|
11.7K
$414K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
27+ 0.39% |
$893 - $989
|
6.88K
$244K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14+ 0.04% |
$463 - $513
|
35.1K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
11+ 2.12% |
$364 - $403
|
531
$18.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10+ 0.85% |
$331 - $366
|
1.19K
$42.2K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
5+ 0.03% |
$165 - $183
|
18.4K
$653K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2New |
$66.2 - $73.2
|
2
$71
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1- -0.0% |
$33.1 - $36.6
|
68.2K
$2.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-5- 0.5% |
$165 - $183
|
987
$35K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-31- 0.07% |
$1.03K - $1.14K
|
47.3K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.42% |
$1.32K - $1.46K
|
9.56K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-64- 0.19% |
$2.12K - $2.34K
|
33.3K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-77- 6.64% |
$2.55K - $2.82K
|
1.08K
$38.4K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-96- 9.78% |
$3.18K - $3.52K
|
886
$31.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-166- 1.41% |
$5.49K - $6.08K
|
11.6K
$412K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-170- 0.62% |
$5.62K - $6.23K
|
27.4K
$973K
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-177- 1.23% |
$5.86K - $6.48K
|
14.2K
$505K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-180- 1.42% |
$5.95K - $6.59K
|
12.5K
$445K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-295- 0.48% |
$9.76K - $10.8K
|
61.7K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-379- 2.81% |
$12.5K - $13.9K
|
13.1K
$465K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-486- 5.24% |
$16.1K - $17.8K
|
8.8K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-657- 4.18% |
$21.7K - $24.1K
|
15.1K
$535K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-705- 2.23% |
$23.3K - $25.8K
|
30.9K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-778- 1.27% |
$25.7K - $28.5K
|
60.4K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-780- 10.3% |
$25.8K - $28.6K
|
6.79K
$241K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-876- 4.99% |
$29K - $32.1K
|
16.7K
$592K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-893- 8.25% |
$29.5K - $32.7K
|
9.93K
$352K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-931- 6.26% |
$30.8K - $34.1K
|
14K
$495K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-963- 11.95% |
$31.9K - $35.3K
|
7.1K
$252K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.03K- 0.3% |
$34.1K - $37.8K
|
340K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-1.1K- 10.69% |
$36.5K - $40.4K
|
9.21K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.17K- 2.86% |
$38.7K - $42.8K
|
39.7K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.48K- 6.57% |
$49.1K - $54.3K
|
21.1K
$749K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.52K- 13.81% |
$50.1K - $55.5K
|
9.46K
$336K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.6K- 3.06% |
$52.9K - $58.5K
|
50.6K
$1.8M
|