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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
318New |
$9.52K - $11.7K
|
318
$12.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
297New |
$8.89K - $11K
|
297
$11.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
276+ 1.79% |
$8.26K - $10.2K
|
15.7K
$617K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
260+ 0.76% |
$7.78K - $9.6K
|
34.2K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
255+ 2.43% |
$7.63K - $9.42K
|
10.7K
$422K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
253+ 1.92% |
$7.57K - $9.34K
|
13.4K
$528K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
243+ 6.53% |
$7.27K - $8.97K
|
3.97K
$156K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
236+ 2.03% |
$7.06K - $8.72K
|
11.8K
$466K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
220+ 2.77% |
$6.58K - $8.12K
|
8.16K
$321K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
210+ 0.5% |
$6.29K - $7.76K
|
41.9K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
205+ 1.59% |
$6.14K - $7.57K
|
13.1K
$514K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
108+ 0.43% |
$3.23K - $3.99K
|
25.2K
$992K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
80+ 0.8% |
$2.39K - $2.95K
|
10.1K
$396K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
79+ 0.64% |
$2.36K - $2.92K
|
12.3K
$486K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
40+ 0.24% |
$1.2K - $1.48K
|
16.7K
$658K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
38+ 0.12% |
$1.14K - $1.4K
|
31.2K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
36+ 5.49% |
$1.08K - $1.33K
|
692
$27.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$958 - $1.18K
|
32
$1.26K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
30+ 0.24% |
$898 - $1.11K
|
12.3K
$486K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
28+ 0.25% |
$838 - $1.03K
|
11.1K
$438K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
27+ 0.4% |
$808 - $997
|
6.82K
$268K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
26+ 4.9% |
$778 - $960
|
557
$21.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
14+ 0.6% |
$419 - $517
|
2.33K
$91.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
12+ 0.02% |
$359 - $443
|
68.3K
$2.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
5+ 0.28% |
$150 - $185
|
1.81K
$71K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
3+ 0.01% |
$89.8 - $111
|
33.3K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
3+ 0.03% |
$89.8 - $111
|
8.98K
$353K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.17% |
$59.9 - $73.9
|
1.19K
$46.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1+ 0.01% |
$29.9 - $36.9
|
18.4K
$724K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-30- 0.18% |
$898 - $1.11K
|
16.9K
$663K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-32- 0.22% |
$958 - $1.18K
|
14.6K
$575K
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-100- 1.47% |
$2.99K - $3.69K
|
6.69K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-137- 1.69% |
$4.1K - $5.06K
|
7.99K
$314K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-150- 0.61% |
$4.49K - $5.54K
|
24.6K
$967K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-208- 1.93% |
$6.23K - $7.68K
|
10.6K
$417K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-333- 2.41% |
$9.97K - $12.3K
|
13.5K
$531K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-337- 3.8% |
$10.1K - $12.4K
|
8.52K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-346- 3.42% |
$10.4K - $12.8K
|
9.78K
$385K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-513- 2.88% |
$15.4K - $18.9K
|
17.3K
$681K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-569- 0.92% |
$17K - $21K
|
61.1K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-627- 2.21% |
$18.8K - $23.2K
|
27.7K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-775- 9.45% |
$23.2K - $28.6K
|
7.43K
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-806- 0.3% |
$24.1K - $29.8K
|
267K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-881- 0.92% |
$26.4K - $32.5K
|
95.4K
$3.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-891- 12.95% |
$26.7K - $32.9K
|
5.99K
$236K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-988- 4.68% |
$29.6K - $36.5K
|
20.1K
$791K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.05K- 4.37% |
$31.5K - $38.8K
|
23K
$906K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 11.77% |
$33.7K - $41.5K
|
8.43K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.17K- 13.43% |
$35.1K - $43.3K
|
7.55K
$297K
|