Purchases and Sales Made in Q2 2023 in Capital Group Core Equity ETF (CGUS)

CGUS Quotes by TradingView

This table provides information about the institutional ownership of Capital Group Core Equity ETF (CGUS) during Q2 2023. 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
Jul 05, 2023 Q2 2023
Wiley Bros. Aintree Capital, LLC

BUY
 -
8.04K
+ 3.87%
$190K - $206K
216K $7.66M
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
6.6K
+ 52.28%
$156K - $169K
19.2K $682K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
6.2K
+ 16.64%
$146K - $159K
43.5K $1.54M
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
5.97K
+ 24.65%
$141K - $153K
30.2K $1.07M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
5.68K
+ 53.37%
$134K - $146K
16.3K $579K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.14K
+ 0.72%
$121K - $132K
718K $25.5M
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
4.73K
+ 41.4%
$112K - $121K
16.2K $573K
Jul 11, 2023 Q2 2023
180 Wealth Advisors, LLC

BUY
 -
4.61K
+ 20.37%
$109K - $118K
27.2K $967K
Jul 11, 2023 Q2 2023
Bard Financial Services, Inc.

BUY
 -
3.88K
+ 9.9%
$91.4K - $99.5K
43K $1.53M
Jul 12, 2023 Q2 2023
Lantz Financial LLC

BUY
 -
3.79K
+ 19.63%
$89.4K - $97.3K
23.1K $819K
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
3.19K
+ 35.45%
$75.2K - $81.9K
12.2K $432K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
3.01K
+ 13.1%
$70.9K - $77.2K
26K $921K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
2.31K
+ 20.5%
$54.6K - $59.4K
13.6K $482K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
1.92K
+ 21.38%
$45.2K - $49.2K
10.9K $386K
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
1.74K
+ 9.94%
$41K - $44.6K
19.2K $682K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
1.72K
+ 1.35%
$40.6K - $44.2K
129K $4.58M
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
1.56K
+ 15.55%
$36.8K - $40K
11.6K $411K
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1.18K
+ 2.16%
$27.8K - $30.3K
55.8K $1.98M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
1K
+ 96.62%
$23.6K - $25.7K
2.04K $72.2K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
951
+ 1.47%
$22.4K - $24.4K
65.6K $2.33M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
921
+ 9.54%
$21.7K - $23.7K
10.6K $375K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
916
+ 34.24%
$21.6K - $23.5K
3.59K $127K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
445
+ 2.98%
$10.5K - $11.4K
15.4K $546K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
310
+ 6.17%
$7.31K - $7.96K
5.33K $189K
Aug 11, 2023 Q2 2023
Tru Independence LLC

BUY
 -
262
+ 2.79%
$6.18K - $6.73K
9.64K $342K
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
50
+ 0.57%
$1.18K - $1.28K
8.77K $311K
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
2
+ 0.2%
$47.2 - $51.4
987 $35K
Jul 25, 2023 Q2 2023
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-25
- 0.17%
$590 - $642
14.9K $528K
Jul 18, 2023 Q2 2023
Bill Few Associates, Inc.

SELL
 -
-85
- 0.5%
$2.01K - $2.18K
16.8K $596K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

SELL
 -
-191
- 6.63%
$4.51K - $4.9K
2.69K $95.5K
Jul 27, 2023 Q2 2023
Cravens & CO Advisors, LLC

Cookeville, TN
SELL
 -
-505
- 3.39%
$11.9K - $13K
14.4K $511K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

SELL
 -
-623
- 13.21%
$14.7K - $16K
4.09K $145K
Aug 07, 2023 Q2 2023
Cap Wealth Advisors, LLC

SELL
 -
-782
- 5.74%
$18.4K - $20.1K
12.8K $456K
Jul 20, 2023 Q2 2023
Baker Tilly Wealth Management, LLC

SELL
 -
-900
- 6.25%
$21.2K - $23.1K
13.5K $479K
Jul 17, 2023 Q2 2023
Procyon Advisors, LLC

SELL
 -
-1.23K
- 0.94%
$28.9K - $31.5K
129K $4.57M
Jul 19, 2023 Q2 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
SELL
 -
-1.3K
- 0.7%
$30.5K - $33.3K
185K $6.56M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-1.36K
- 4.14%
$32.1K - $35K
31.5K $1.12M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-1.68K
- 45.7%
$39.5K - $43K
1.99K $70.6K
Jul 25, 2023 Q2 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-1.87K
- 7.93%
$44K - $47.9K
21.7K $769K
Jul 28, 2023 Q2 2023
Detalus Advisors, LLC

SELL
 -
-2.29K
- 21.02%
$54K - $58.8K
8.61K $305K
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-2.96K
- 16.08%
$69.8K - $76K
15.4K $548K
Jul 20, 2023 Q2 2023
Tkg Advisors, LLC

SELL
 -
-3.83K
- 13.64%
$90.4K - $98.4K
24.3K $861K
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-4.43K
- 10.98%
$105K - $114K
35.9K $1.27M
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

SELL
 -
-7.34K
- 8.49%
$173K - $188K
79.1K $2.81M
Aug 03, 2023 Q2 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
SELL
 -
-8K
- 30.86%
$189K - $205K
17.9K $636K
Aug 14, 2023 Q2 2023
Belpointe Asset Management LLC

SELL
 -
-13.9K
- 36.81%
$329K - $358K
23.9K $850K
Jul 26, 2023 Q2 2023
Summit Investment Advisory Services, LLC

Roseville, MN
SELL
 -
-14.6K
- 1.92%
$344K - $375K
748K $26.5M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-16.1K
- 72.77%
$380K - $414K
6.04K $214K
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-25.2K
- 42.98%
$594K - $647K
33.4K $1.19M

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