Investment Planning Advisors, Inc. Capital Group Core Equity ETF Transaction History

Investment Planning Advisors, Inc.

$203 Million
Q2 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 788,011 shares of CGUS stock, worth $30.3 Million. This represents 14.33% of its overall portfolio holdings.

Number of Shares

788,011

Previous 652,375 20.79%

Holding current value

$30.3 Million

Previous $21.8 Million 33.56%

% of portfolio

14.33%

Previous 10.78%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$29.93 - $36.93 $4.06 Million - $5.01 Million	135,636 Added 20.79%	788,011 $29.1 Million
Q1 2025 Apr 22, 2025	BUY	$33.08 - $36.62 $4.39 Million - $4.86 Million	132,736 Added 25.54%	652,375 $21.8 Million
Q4 2024 Jan 22, 2025	BUY	$33.96 - $36.24 $9.27 Million - $9.89 Million	273,013 Added 110.7%	519,639 $18.2 Million
Q2 2024 Jul 22, 2024	BUY	$29.72 - $32.45 $7.33 Million - $8 Million	246,626 New	246,626 $7.95 Billion

Others Institutions Holding CGUS

# of Institutions

348

Shares Held

113M

Call Options Held

16.3K

Put Options Held

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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Investment Planning Advisors, Inc. Capital Group Core Equity ETF Transaction History