Purchases and Sales Made in Q2 2025 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.24M+ 13.62% |
$37.1M - $45.7M
|
10.3M
$393M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
983K+ 25.59% |
$29.4M - $36.3M
|
4.83M
$183M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
444K+ 109.73% |
$13.3M - $16.4M
|
850K
$32.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
233K+ 7.31% |
$6.97M - $8.6M
|
3.42M
$130M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
227K+ 10.01% |
$6.79M - $8.38M
|
2.49M
$94.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
136K+ 20.79% |
$4.06M - $5.01M
|
788K
$30M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
105K+ 23.63% |
$3.14M - $3.87M
|
549K
$20.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
81.6K+ 44.0% |
$2.44M - $3.01M
|
267K
$10.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
56.4K+ 28.59% |
$1.69M - $2.08M
|
254K
$9.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
54.2KNew |
$1.62M - $2M
|
54.2K
$2.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
52.3K+ 130.67% |
$1.57M - $1.93M
|
92.3K
$3.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
51.5K+ 8.65% |
$1.54M - $1.9M
|
647K
$24.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
51.5K+ 5.85% |
$1.54M - $1.9M
|
933K
$35.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
49.3K+ 6.14% |
$1.48M - $1.82M
|
852K
$32.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
47.3K+ 32.32% |
$1.41M - $1.75M
|
193K
$7.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
42.4KNew |
$1.27M - $1.57M
|
42.4K
$1.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
37.3KNew |
$1.12M - $1.38M
|
37.3K
$1.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
36.3K+ 63.57% |
$1.09M - $1.34M
|
93.4K
$3.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
36.2K+ 10.51% |
$1.08M - $1.34M
|
380K
$14.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
34.1KNew |
$1.02M - $1.26M
|
34.1K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.9K+ 12.73% |
$894K - $1.1M
|
264K
$10M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
28.8K+ 3.03% |
$862K - $1.06M
|
978K
$37.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
27.6K+ 13.5% |
$826K - $1.02M
|
232K
$8.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
27.2K+ 34.58% |
$813K - $1M
|
106K
$4.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
26.5K+ 26.97% |
$794K - $980K
|
125K
$4.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
25.6K+ 6.79% |
$766K - $945K
|
403K
$15.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24K+ 37.07% |
$717K - $885K
|
88.6K
$3.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.9K+ 23.42% |
$657K - $810K
|
116K
$4.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
21.1K+ 3.77% |
$632K - $780K
|
581K
$22.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.8K+ 125.34% |
$592K - $731K
|
35.6K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.6K+ 16.87% |
$528K - $652K
|
122K
$4.65M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
15.9K+ 17.24% |
$475K - $587K
|
108K
$4.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.1K+ 8.83% |
$453K - $559K
|
187K
$7.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.8K+ 124.54% |
$443K - $546K
|
26.7K
$1.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14.2K+ 40.3% |
$424K - $523K
|
49.3K
$1.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14K+ 8.14% |
$418K - $516K
|
185K
$7.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.9KNew |
$416K - $513K
|
13.9K
$528K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
13.7K+ 97.88% |
$410K - $506K
|
27.7K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
13.3K+ 6.36% |
$399K - $492K
|
223K
$8.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13.3K+ 97.24% |
$399K - $492K
|
27K
$1.03M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
13.1K+ 9.85% |
$391K - $483K
|
146K
$5.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.1K+ 8.03% |
$391K - $483K
|
176K
$6.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
12.4KNew |
$371K - $458K
|
12.4K
$472K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.4K+ 11.3% |
$370K - $457K
|
122K
$4.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12K+ 11.21% |
$361K - $445K
|
120K
$4.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11.7K+ 12.72% |
$349K - $431K
|
103K
$3.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.9KNew |
$327K - $404K
|
10.9K
$416K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9K+ 11.1% |
$327K - $404K
|
109K
$4.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.6K+ 61.95% |
$318K - $393K
|
27.8K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10.2KNew |
$305K - $376K
|
10.2K
$387K
|