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 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
10.2KNew |
$305K - $376K
|
10.2K
$401K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.2K+ 35.15% |
$305K - $376K
|
39.2K
$1.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.1K+ 89.53% |
$301K - $371K
|
21.3K
$837K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10K+ 23.63% |
$301K - $371K
|
52.6K
$2.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.96K+ 51.3% |
$298K - $368K
|
29.4K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
9.74KNew |
$291K - $360K
|
9.74K
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
9.74KNew |
$291K - $360K
|
9.74K
$383K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
9.56K+ 82.96% |
$286K - $353K
|
21.1K
$830K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.19K+ 2.12% |
$275K - $339K
|
444K
$17.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.13K+ 5.32% |
$273K - $337K
|
181K
$7.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
9.09KNew |
$272K - $336K
|
9.09K
$358K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
8.8K+ 11.49% |
$263K - $325K
|
85.4K
$3.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.8KNew |
$263K - $325K
|
8.8K
$346K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.42K+ 149.12% |
$252K - $311K
|
14.1K
$554K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.38K+ 21.05% |
$251K - $309K
|
48.2K
$1.9M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.3K+ 57.26% |
$248K - $306K
|
22.8K
$897K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.13K+ 799.51% |
$243K - $300K
|
9.15K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.78K+ 3.34% |
$233K - $287K
|
241K
$9.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.55K+ 6.79% |
$226K - $279K
|
119K
$4.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
7.54K+ 16.65% |
$226K - $278K
|
52.8K
$2.08M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
7.49KNew |
$224K - $276K
|
7.49K
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
7.27K+ 14.38% |
$218K - $269K
|
57.9K
$2.28M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
7.2KNew |
$216K - $266K
|
7.2K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.98KNew |
$209K - $258K
|
6.98K
$275K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.78K+ 58.39% |
$203K - $250K
|
18.4K
$724K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
6.74K+ 15.42% |
$202K - $249K
|
50.4K
$1.98M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.4K+ 67.1% |
$191K - $236K
|
15.9K
$627K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.38K+ 16.67% |
$191K - $235K
|
44.6K
$1.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.16K+ 12.99% |
$184K - $228K
|
53.6K
$2.11M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
6.09K+ 90.59% |
$182K - $225K
|
12.8K
$504K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
6.06K+ 68.17% |
$181K - $224K
|
14.9K
$588K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.03KNew |
$180K - $223K
|
6.03K
$237K
|
|
|
Jul 24, 2025
Q2 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
5.84KNew |
$175K - $216K
|
5.84K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.73K+ 12.55% |
$171K - $211K
|
51.3K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.69KNew |
$170K - $210K
|
5.69K
$224K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5.56KNew |
$166K - $205K
|
5.56K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
5.5KNew |
$165K - $203K
|
5.5K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
5.21KNew |
$156K - $192K
|
5.21K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.15K+ 9.95% |
$154K - $190K
|
56.9K
$2.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.98K+ 26.67% |
$149K - $184K
|
23.7K
$931K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.94K+ 45.95% |
$148K - $182K
|
15.7K
$618K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.65K+ 16.41% |
$139K - $172K
|
33K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.6K+ 7.64% |
$138K - $170K
|
64.9K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
4.56K+ 24.98% |
$136K - $168K
|
22.8K
$897K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.45K+ 12.97% |
$133K - $164K
|
38.8K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.32K+ 33.51% |
$129K - $160K
|
17.2K
$678K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.32K+ 10.81% |
$129K - $159K
|
44.3K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.23K+ 9.14% |
$126K - $156K
|
50.5K
$1.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.13K+ 15.06% |
$124K - $152K
|
31.5K
$1.24M
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
BUY
|
- |
4.08K+ 57.54% |
$122K - $151K
|
11.2K
$440K
|