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 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.85K+ 18.67% |
$115K - $142K
|
24.5K
$964K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.8K+ 2.44% |
$114K - $140K
|
159K
$6.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.67K+ 0.96% |
$110K - $136K
|
388K
$15.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3.47K+ 21.48% |
$104K - $128K
|
19.6K
$772K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.07K+ 7.65% |
$91.9K - $113K
|
43.2K
$1.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
2.91K+ 9.89% |
$87.2K - $108K
|
32.4K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.55K+ 7.37% |
$76.4K - $94.3K
|
37.2K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.53K+ 6.66% |
$75.8K - $93.6K
|
40.6K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.45K+ 4.59% |
$73.4K - $90.6K
|
55.9K
$2.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.42K+ 9.33% |
$72.4K - $89.3K
|
28.3K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
2.23KNew |
$66.9K - $82.5K
|
2.23K
$87.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.18K+ 15.42% |
$65.1K - $80.3K
|
16.3K
$641K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.06K+ 10.75% |
$61.7K - $76.2K
|
21.3K
$837K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.03K+ 26.68% |
$60.7K - $74.9K
|
9.63K
$379K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.99K+ 14.24% |
$59.4K - $73.3K
|
15.9K
$627K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.97K+ 0.48% |
$58.9K - $72.7K
|
412K
$16.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
1.91K+ 7.68% |
$57.1K - $70.5K
|
26.7K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.8K+ 166.73% |
$54K - $66.6K
|
2.89K
$114K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
1.78K+ 23.09% |
$53.2K - $65.7K
|
9.48K
$373K
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.63K+ 3.02% |
$48.8K - $60.2K
|
55.6K
$2.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.52K+ 11.14% |
$45.5K - $56.2K
|
15.2K
$597K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.5K+ 1.08% |
$44.9K - $55.4K
|
140K
$5.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.48K+ 4.57% |
$44.1K - $54.5K
|
33.7K
$1.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.4K+ 149.41% |
$41.8K - $51.6K
|
2.33K
$91.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.37K+ 2.89% |
$40.9K - $50.4K
|
48.7K
$1.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.32K+ 11.35% |
$39.6K - $48.9K
|
13K
$511K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.25K+ 7.41% |
$37.4K - $46.2K
|
18.1K
$714K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.24K+ 1.61% |
$37.1K - $45.7K
|
78.2K
$3.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.23K+ 24.02% |
$36.8K - $45.5K
|
6.36K
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.08KNew |
$32.2K - $39.7K
|
1.08K
$42.4K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.06K+ 0.36% |
$31.7K - $39.1K
|
294K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
901+ 6.88% |
$27K - $33.3K
|
14K
$551K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
898+ 10.59% |
$26.9K - $33.2K
|
9.37K
$369K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
894+ 0.91% |
$26.8K - $33K
|
99.4K
$3.91M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
849+ 5.65% |
$25.4K - $31.4K
|
15.9K
$625K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
783+ 3.79% |
$23.4K - $28.9K
|
21.5K
$845K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
740+ 197.33% |
$22.1K - $27.3K
|
1.12K
$43.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
647+ 0.92% |
$19.4K - $23.9K
|
70.9K
$2.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
637+ 4.66% |
$19.1K - $23.5K
|
14.3K
$563K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
575+ 2.19% |
$17.2K - $21.2K
|
26.9K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
557New |
$16.7K - $20.6K
|
557
$21.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
551+ 0.51% |
$16.5K - $20.3K
|
109K
$4.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
542+ 3.6% |
$16.2K - $20K
|
15.6K
$613K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
450New |
$13.5K - $16.6K
|
450
$17.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
431+ 3.66% |
$12.9K - $15.9K
|
12.2K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
403+ 2.24% |
$12.1K - $14.9K
|
18.4K
$725K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
398+ 1.29% |
$11.9K - $14.7K
|
31.3K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
349+ 0.98% |
$10.4K - $12.9K
|
36K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
342+ 19.46% |
$10.2K - $12.6K
|
2.1K
$82.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
325+ 14.91% |
$9.73K - $12K
|
2.51K
$98.6K
|