Swisher Financial Concepts, Inc. Capital Group Core Equity ETF Transaction History

Swisher Financial Concepts, Inc.

$151 Million
Q3 2025

A detailed history of Swisher Financial Concepts, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 17,189 shares of CGUS stock, worth $682,231. This represents 0.45% of its overall portfolio holdings.

Number of Shares

17,189

Previous 25,081 31.47%

Holding current value

$682,231

Previous $926,000 26.67%

% of portfolio

0.45%

Previous 0.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$36.89 - $39.72 $291,135 - $313,470	-7,892 Reduced 31.47%	17,189 $679,000
Q2 2025 Jul 16, 2025	SELL	$29.93 - $36.93 $122,742 - $151,449	-4,101 Reduced 14.05%	25,081 $926,000
Q1 2025 Apr 09, 2025	BUY	$33.08 - $36.62 $580,620 - $642,754	17,552 Added 150.92%	29,182 $971,000
Q4 2024 Feb 13, 2025	SELL	$33.96 - $36.24 $835,008 - $891,069	-24,588 Reduced 67.89%	11,630 $406,000
Q3 2024 Nov 05, 2024	BUY	$31.19 - $34.33 $172,387 - $189,741	5,527 Added 18.01%	36,218 $1.23 Million
Q2 2024 Jul 22, 2024	BUY	$29.72 - $32.45 $251,639 - $274,754	8,467 Added 38.1%	30,691 $997,000
Q1 2024 Apr 23, 2024	BUY	$27.81 - $31.24 $119,916 - $134,706	4,312 Added 24.07%	22,224 $686,000
Q4 2023 Feb 13, 2024	BUY	$24.27 - $28.43 $434,724 - $509,238	17,912 New	17,912 $506,000

Others Institutions Holding CGUS

# of Institutions

372

Shares Held

137M

Call Options Held

Put Options Held

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About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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Swisher Financial Concepts, Inc. Capital Group Core Equity ETF Transaction History