Capital Group Private Client Services, Inc. Purchases in Q2 2025

Capital Group Private Client Services, Inc.

  • $10.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
178
+ 0.31%
$81.38 - $100.82 $14.5K - $17.9K
57.3K $5.77M
WELL
Welltower Inc.

Real Estate
1.78K
+ 0.48%
$136.49 - $155.22 $243K - $277K
371K $57M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.77K
+ 3.79%
$58.52 - $71.7 $104K - $127K
48.5K $3.34M
SHW
Sherwin Williams CO

Basic Materials
2.39K
+ 3.71%
$313.51 - $363.51 $748K - $868K
66.7K $22.9M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2
+ 0.02%
$468.22 - $566.51 $936 - $1.13K
11.9K $6.72M
CGCP
Capital Group Core Plus Income

ETFs
16.1K
+ 15.23%
$21.92 - $22.56 $354K - $364K
122K $2.75M
VO
Vanguard Mid Cap ETF

ETFs
1.23K
New
$228.54 - $279.83 $280K - $343K
1.23K $343K
NVO
Novo Nordisk A S

Healthcare
5.06K
+ 13.3%
$58.08 - $81.05 $294K - $410K
43.1K $2.98M
ATO
Atmos Energy Corp

Utilities
3.38K
+ 0.74%
$145.06 - $162.66 $490K - $550K
460K $70.9M
IEFA
Ishares Tr

ETFs
2.96K
+ 41.77%
$67.83 - $84.09 $201K - $249K
10K $837K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10
+ 0.02%
$39.89 - $49.46 $399 - $495
61.5K $3.04M
SBUX
Starbucks Corp

Consumer Cyclical
5.9K
+ 13.4%
$79.69 - $99.41 $470K - $587K
49.9K $4.57M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.25K
New
$152.42 - $182.82 $191K - $229K
1.25K $228K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
76
+ 0.13%
$51.16 - $62.02 $3.89K - $4.71K
58.8K $3.65M
VLUE
Ishares Msci Usa Value Factor

ETFs
1.79K
New
$93.5 - $113.21 $167K - $203K
1.79K $202K
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.86K
+ 1.04%
$29.07 - $29.38 $170K - $172K
571K $16.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.42K
+ 23.71%
$77.74 - $78.78 $188K - $190K
12.6K $991K
IEMG
Ishares Inc

ETFs
2.81K
+ 3.95%
N/A
73.8K $3.96M
VT
Vanguard Total World Stk Index

ETFs
411
+ 5.54%
$103.16 - $128.52 $42.4K - $52.8K
7.83K $1.01M
IVW
Ishares S&P 500 Growth ETF

ETFs
9
+ 0.12%
$82.96 - $110.1 $747 - $991
7.66K $843K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.05%
$224.16 - $285.86 $448 - $572
4.4K $1.26M
KO
Coca Cola CO

Consumer Defensive
1.92K
+ 2.83%
$68.37 - $73.9 $132K - $142K
69.9K $4.94M
VTV
Vanguard Value ETF

ETFs
352
+ 11.78%
$153.67 - $176.74 $54.1K - $62.2K
3.34K $590K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
42
+ 0.37%
$114.78 - $133.31 $4.82K - $5.6K
11.3K $1.5M
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.17%
$228.25 - $285.3 $685 - $856
1.82K $519K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
38
+ 0.27%
$19.1 - $23.83 $726 - $906
14.3K $341K
IWN
Ishares Russell2000 Val ETF

ETFs
13
+ 0.39%
$131.84 - $157.76 $1.71K - $2.05K
3.35K $528K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
36
+ 1.2%
$100.04 - $100.54 $3.6K - $3.62K
3.02K $304K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
20
+ 0.38%
$121.58 - $136.74 $2.43K - $2.73K
5.26K $713K
Flutter Entmt PLC
1.63K
+ 12.92%
N/A
14.3K $0
Te Connectivity PLC
22.7K
New
N/A
22.7K $0
Qiagen Nv
293K
New
N/A
293K $0
Capital Group Equity ETF Tr
177K
+ 224.46%
N/A
256K $0
Capital Grp Fixed Incm ETF T
265K
+ 330.16%
N/A
345K $0
Capital Grp Fixed Incm ETF T
3.21K
+ 20.58%
N/A
18.8K $0
CGSD
Capital Grp Core Plus Income E
73.4K
+ 3.38%
N/A
2.24M $0
CGMS
Capital Grp Core Plus Income E
325K
+ 391.42%
N/A
408K $0
CGMU
Capital Group Core Plus Income
602K
+ 85.31%
N/A
1.31M $0
Capital Group Conservative E
673K
+ 37.83%
N/A
2.45M $0
Capital Group Global Equity
780K
+ 39.43%
N/A
2.76M $0
Barrick Mng Corp
77.5K
New
N/A
77.5K $0
Capital Grp Fixed Incm ETF T
191K
+ 1053.82%
N/A
209K $0
Capital Grp Fixed Incm ETF T
83.8K
+ 184.42%
N/A
129K $0
Capital Group Core Balanced
14.7K
+ 9.23%
N/A
174K $0
J P Morgan Exchange Traded F
5.68K
New
N/A
5.68K $0
Capital Group International
576K
+ 679.91%
N/A
660K $0
Capital Group New Geography
635K
+ 60.62%
N/A
1.68M $0
Capital Group International
169K
+ 25.09%
N/A
842K $0
Capital Group Dividend Growe
1.04M
+ 34.42%
N/A
4.08M $0
Activity Summary
Buys All Purchases 106 New Holdings 14 Increased Positions 92 Sells All Sells 157 Reductions 157 Sold out 0 Options Calls 0 Puts 0
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