Purchases and Sales Made in Q3 2025 in Capital Group Core Equity ETF (CGUS)
This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
823+ 1.91% |
$30.4K - $32.7K
|
44K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
668+ 43.35% |
$24.6K - $26.5K
|
2.21K
$86.9K
|
|
|
Oct 16, 2025
Q3 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
471+ 1.51% |
$17.4K - $18.7K
|
31.7K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
450+ 234.38% |
$16.6K - $17.9K
|
642
$25.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
442+ 0.71% |
$16.3K - $17.6K
|
63K
$2.48M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
422+ 0.42% |
$15.6K - $16.8K
|
99.9K
$3.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
218+ 1.67% |
$8.04K - $8.66K
|
13.3K
$523K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
183+ 1.55% |
$6.75K - $7.27K
|
12K
$473K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
171+ 1.58% |
$6.31K - $6.79K
|
11K
$432K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
155+ 0.26% |
$5.72K - $6.16K
|
59.2K
$2.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
150+ 0.89% |
$5.53K - $5.96K
|
17K
$669K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
128+ 19.6% |
$4.72K - $5.08K
|
781
$30.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
116+ 0.94% |
$4.28K - $4.61K
|
12.5K
$490K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40+ 0.13% |
$1.48K - $1.59K
|
31.3K
$1.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
15+ 0.26% |
$553 - $596
|
5.85K
$230K
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 0.02% |
$406 - $437
|
68.3K
$2.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$36.9 - $39.7
|
6.82K
$268K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-80- 0.72% |
$2.95K - $3.18K
|
11K
$434K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-90- 1.0% |
$3.32K - $3.57K
|
8.89K
$350K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-176- 0.83% |
$6.49K - $6.99K
|
20.9K
$823K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-250- 1.71% |
$9.22K - $9.93K
|
14.4K
$565K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-320- 0.6% |
$11.8K - $12.7K
|
53K
$2.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-320- 0.28% |
$11.8K - $12.7K
|
115K
$4.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-334- 0.79% |
$12.3K - $13.3K
|
42.1K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-463- 3.59% |
$17.1K - $18.4K
|
12.4K
$489K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-593- 3.44% |
$21.9K - $23.6K
|
16.6K
$654K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-957- 12.67% |
$35.3K - $38K
|
6.6K
$260K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.25K- 0.42% |
$46K - $49.6K
|
293K
$11.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.62K- 0.17% |
$59.7K - $64.3K
|
977K
$38.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.76K- 0.96% |
$64.9K - $69.9K
|
182K
$7.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.08K- 21.22% |
$76.6K - $82.5K
|
7.71K
$303K
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-2.13K- 27.46% |
$78.4K - $84.4K
|
5.61K
$221K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.44K- 14.11% |
$90K - $97K
|
14.9K
$585K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.56K- 5.23% |
$94.3K - $102K
|
46.3K
$1.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.98K- 20.8% |
$110K - $118K
|
11.3K
$446K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-3.07K- 27.61% |
$113K - $122K
|
8.06K
$317K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-4.26K- 25.49% |
$157K - $169K
|
12.5K
$491K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.74K- 4.09% |
$212K - $228K
|
135K
$5.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-6.11K- 96.16% |
$225K - $243K
|
244
$9.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-7.89K- 31.47% |
$291K - $313K
|
17.2K
$677K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.88K- 9.03% |
$365K - $393K
|
99.6K
$3.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-11K- 60.2% |
$407K - $439K
|
7.3K
$287K
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-117K- 44.61% |
$4.32M - $4.65M
|
145K
$5.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-443K- 56.24% |
$16.3M - $17.6M
|
345K
$13.6M
|