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 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 14.48% |
$38.1K - $47K
|
7.52K
$296K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-1.28K- 0.96% |
$38.2K - $47.2K
|
132K
$5.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.3K- 19.35% |
$38.9K - $48K
|
5.42K
$213K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.33K- 75.28% |
$39.7K - $48.9K
|
435
$17.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.34K- 2.1% |
$40.2K - $49.6K
|
62.6K
$2.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-1.44K- 11.46% |
$43K - $53K
|
11.1K
$437K
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-1.68K- 11.81% |
$50.3K - $62.1K
|
12.6K
$494K
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.69K- 7.29% |
$50.6K - $62.4K
|
21.5K
$846K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 3.77% |
$50.7K - $62.5K
|
43.2K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.77K- 3.49% |
$52.9K - $65.2K
|
48.8K
$1.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.89K- 0.49% |
$56.4K - $69.6K
|
381K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.95K- 74.94% |
$58.5K - $72.1K
|
653
$25.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.07K- 9.77% |
$61.9K - $76.3K
|
19.1K
$751K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.18K- 16.77% |
$65.1K - $80.3K
|
10.8K
$425K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.33K- 15.44% |
$69.7K - $86K
|
12.7K
$502K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.45K- 38.08% |
$73.2K - $90.3K
|
3.98K
$157K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.48K- 16.99% |
$74.3K - $91.7K
|
12.1K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3.33K- 21.1% |
$99.7K - $123K
|
12.5K
$490K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.55K- 5.19% |
$106K - $131K
|
64.8K
$2.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-4.1K- 14.05% |
$123K - $151K
|
25.1K
$987K
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-4.65K- 27.46% |
$139K - $172K
|
12.3K
$483K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.82K- 6.48% |
$174K - $215K
|
83.9K
$3.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.92K- 16.65% |
$207K - $256K
|
34.6K
$1.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-7.26K- 2.13% |
$217K - $268K
|
333K
$13.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.44K- 1.09% |
$223K - $275K
|
674K
$26.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-7.75K- 29.72% |
$232K - $286K
|
18.3K
$722K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.14K- 6.75% |
$243K - $300K
|
112K
$4.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.64K- 6.98% |
$259K - $319K
|
115K
$4.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-10.7K- 15.62% |
$320K - $395K
|
57.7K
$2.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11K- 57.61% |
$329K - $406K
|
8.09K
$318K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.7K- 31.16% |
$441K - $544K
|
32.5K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-14.8K- 64.89% |
$443K - $546K
|
8K
$315K
|
|
|
Jul 24, 2025
Q2 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-16.3K- 67.82% |
$488K - $602K
|
7.74K
$305K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-20.8K- 16.44% |
$623K - $769K
|
106K
$4.17M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-21K- 53.08% |
$629K - $776K
|
18.6K
$732K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-24.9K- 13.98% |
$747K - $921K
|
153K
$6.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-25.2K- 52.82% |
$755K - $932K
|
22.5K
$887K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-25.4K- 63.95% |
$760K - $937K
|
14.3K
$563K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-26.6K- 12.64% |
$797K - $983K
|
184K
$7.24M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-39.3K- 26.63% |
$1.18M - $1.45M
|
108K
$4.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-47.5K- 80.07% |
$1.42M - $1.76M
|
11.8K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.7K- 2.67% |
$1.58M - $1.95M
|
1.92M
$75.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-59.3K- 50.1% |
$1.77M - $2.19M
|
59K
$2.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-61.9K- 29.89% |
$1.85M - $2.29M
|
145K
$5.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71.2K- 19.77% |
$2.13M - $2.63M
|
289K
$11.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-99.6K- 31.05% |
$2.98M - $3.68M
|
221K
$8.71M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-123K- 23.04% |
$3.68M - $4.55M
|
411K
$16.2M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-179K- 17.82% |
$5.36M - $6.62M
|
826K
$32.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-228K- 46.54% |
$6.84M - $8.44M
|
262K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-296K- 53.93% |
$8.87M - $10.9M
|
253K
$9.97M
|