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

Investment Planning Advisors, Inc.

  • $273 Million
  • Q3 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 344,826 shares of CGUS stock, worth $13.7 Million. This represents 4.99% of its overall portfolio holdings.

Number of Shares
344,826
Previous 788,011 56.24%
Holding current value
$13.7 Million
Previous $29.1 Million 53.15%
% of portfolio
4.99%
Previous 14.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$36.89 - $39.72 $16.3 Million - $17.6 Million
-443,185 Reduced 56.24%
344,826 $13.6 Million
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
372
Shares Held
137M
Call Options Held
0
Put Options Held
0
View Full List

About CAPITAL GROUP CORE EQUITY ETF

CGUS Quotes by TradingView
  • Ticker CGUS
More about CGUS
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