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 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.9K+ 12.73% |
$894K - $1.1M
|
264K
$10.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
29KNew |
$867K - $1.07M
|
29K
$1.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
28.8K+ 3.03% |
$862K - $1.06M
|
978K
$38.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
27.6K+ 13.5% |
$826K - $1.02M
|
232K
$9.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
27.4K+ 7.57% |
$821K - $1.01M
|
390K
$15.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
27.2K+ 34.58% |
$813K - $1M
|
106K
$4.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
26.5K+ 26.97% |
$794K - $980K
|
125K
$4.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
25.6K+ 6.79% |
$766K - $945K
|
403K
$15.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.7K+ 40.12% |
$738K - $911K
|
86.1K
$3.39M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
24.3KNew |
$727K - $897K
|
24.3K
$956K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
24.2K+ 16.63% |
$724K - $893K
|
170K
$6.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24K+ 37.07% |
$717K - $885K
|
88.6K
$3.49M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
22.9K+ 20.14% |
$686K - $846K
|
137K
$5.38M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.4K+ 19.1% |
$669K - $825K
|
139K
$5.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.9K+ 23.42% |
$657K - $810K
|
116K
$4.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
21.2K+ 7.21% |
$633K - $782K
|
315K
$12.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
21.1K+ 3.77% |
$632K - $780K
|
581K
$22.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20K+ 16.96% |
$600K - $740K
|
138K
$5.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.8K+ 125.34% |
$592K - $731K
|
35.6K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
19.7K+ 7.81% |
$591K - $729K
|
273K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
19.3KNew |
$577K - $712K
|
19.3K
$759K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.6K+ 16.87% |
$528K - $652K
|
122K
$4.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
17.5K+ 15.88% |
$523K - $646K
|
128K
$5.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.6K+ 11.61% |
$498K - $615K
|
160K
$6.3M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
15.9K+ 17.24% |
$475K - $587K
|
108K
$4.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.2K+ 55.62% |
$456K - $563K
|
42.7K
$1.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
15.1K+ 8.83% |
$453K - $559K
|
187K
$7.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
14.8K+ 124.54% |
$443K - $546K
|
26.7K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.5K+ 36.33% |
$434K - $535K
|
54.4K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
14.2K+ 154.16% |
$425K - $524K
|
23.4K
$921K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14.2K+ 40.3% |
$424K - $523K
|
49.3K
$1.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14K+ 8.14% |
$418K - $516K
|
185K
$7.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.9KNew |
$416K - $513K
|
13.9K
$547K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.9KNew |
$416K - $513K
|
13.9K
$547K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
13.7K+ 97.88% |
$410K - $506K
|
27.7K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
13.3K+ 6.36% |
$399K - $492K
|
223K
$8.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13.3K+ 97.24% |
$399K - $492K
|
27K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
13.1K+ 9.85% |
$391K - $483K
|
146K
$5.74M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
13.1K+ 8.03% |
$391K - $483K
|
176K
$6.92M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.8K+ 59.51% |
$383K - $473K
|
34.3K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
12.4KNew |
$371K - $458K
|
12.4K
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
12.4KNew |
$371K - $458K
|
12.4K
$488K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.4K+ 11.3% |
$370K - $457K
|
122K
$4.8M
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
12.1KNew |
$361K - $446K
|
12.1K
$475K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12K+ 11.21% |
$361K - $445K
|
120K
$4.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
12K+ 4.74% |
$359K - $443K
|
265K
$10.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11.7K+ 12.72% |
$349K - $431K
|
103K
$4.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.9KNew |
$327K - $404K
|
10.9K
$430K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.9K+ 11.1% |
$327K - $404K
|
109K
$4.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.6K+ 61.95% |
$318K - $393K
|
27.8K
$1.09M
|