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 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-1.77K- 5.12% |
$58.4K - $64.7K
|
32.7K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.97K- 6.42% |
$65K - $72K
|
28.6K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.98K- 66.03% |
$65.4K - $72.4K
|
1.02K
$36.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.2K- 13.73% |
$72.8K - $80.6K
|
13.8K
$491K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-3.21K- 26.35% |
$106K - $118K
|
8.98K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.62K- 2.92% |
$120K - $133K
|
121K
$4.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-3.86K- 14.79% |
$128K - $141K
|
22.2K
$789K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-4.43K- 4.4% |
$146K - $162K
|
96.2K
$3.42M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.61K- 6.31% |
$152K - $169K
|
68.4K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-7.57K- 18.39% |
$251K - $277K
|
33.6K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-7.78K- 3.23% |
$257K - $285K
|
233K
$8.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-8.39K- 5.92% |
$278K - $307K
|
133K
$4.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-10.6K- 13.4% |
$350K - $388K
|
68.4K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-10.7K- 1.51% |
$355K - $393K
|
700K
$24.8M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-13.9K- 46.47% |
$461K - $510K
|
16.1K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-15.2K- 7.85% |
$502K - $556K
|
178K
$6.33M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.5K- 38.74% |
$744K - $824K
|
35.6K
$1.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.4K- 36.03% |
$775K - $857K
|
41.6K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24.5K- 5.63% |
$809K - $896K
|
410K
$14.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-45.8K- 21.06% |
$1.51M - $1.68M
|
172K
$6.09M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-70.1K- 27.41% |
$2.32M - $2.57M
|
186K
$6.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-70.7K- 18.07% |
$2.34M - $2.59M
|
321K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-87.6K- 59.6% |
$2.9M - $3.21M
|
59.4K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-109KClosed |
$3.6M - $3.99M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-156K- 52.17% |
$5.17M - $5.73M
|
143K
$5.09M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-159K- 86.89% |
$5.27M - $5.84M
|
24.1K
$854K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-185K- 20.09% |
$6.14M - $6.79M
|
738K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-330K- 69.09% |
$10.9M - $12.1M
|
148K
$5.24M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-835K- 42.03% |
$27.6M - $30.6M
|
1.15M
$40.9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.2M- 45.51% |
$72.8M - $80.6M
|
2.63M
$93.5M
|