Purchases and Sales Made in Q2 2024 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 2024. 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 31, 2024 Q2 2024
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
1.16K
+ 12.18%
$34.5K - $37.6K
10.7K $379K
Jul 29, 2024 Q2 2024
Arkadios Wealth Advisors

BUY
 -
1.13K
+ 13.21%
$33.5K - $36.6K
9.67K $343K
Aug 14, 2024 Q2 2024
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
1.08K
+ 15.06%
$31.9K - $34.9K
8.21K $292K
Jul 25, 2024 Q2 2024
Barrett & Company, Inc.

Providence, RI
BUY
 -
994
New
$29.5K - $32.3K
994 $35.3K
Aug 14, 2024 Q2 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
939
+ 6.24%
$27.9K - $30.5K
16K $567K
Jul 18, 2024 Q2 2024
Everpar Advisors LLC

Tulsa, OK
BUY
 -
900
+ 5.54%
$26.7K - $29.2K
17.2K $609K
Aug 13, 2024 Q2 2024
Mc Ilrath & Eck, LLC

BUY
 -
900
New
$26.7K - $29.2K
900 $31.9K
Jul 16, 2024 Q2 2024
180 Wealth Advisors, LLC

BUY
 -
862
+ 2.81%
$25.6K - $28K
31.6K $1.12M
Jul 15, 2024 Q2 2024
Trust CO

BUY
 -
840
New
$25K - $27.3K
840 $29.8K
Jul 19, 2024 Q2 2024
Hoyle Cohen, LLC

BUY
 -
834
+ 9.7%
$24.8K - $27.1K
9.43K $335K
Jul 08, 2024 Q2 2024
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
800
+ 10.87%
$23.8K - $26K
8.16K $290K
Aug 14, 2024 Q2 2024
Investmark Advisory Group LLC

BUY
 -
797
+ 8.58%
$23.7K - $25.9K
10.1K $358K
Aug 02, 2024 Q2 2024
Belpointe Asset Management LLC

BUY
 -
789
+ 3.44%
$23.4K - $25.6K
23.7K $842K
Jul 25, 2024 Q2 2024
First Heartland Consultants, Inc.

BUY
 -
717
+ 2.84%
$21.3K - $23.3K
26K $922K
Aug 12, 2024 Q2 2024
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
698
+ 9.1%
$20.7K - $22.7K
8.37K $297K
Aug 12, 2024 Q2 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
645
+ 0.85%
$19.2K - $20.9K
76.9K $2.73M
Jul 10, 2024 Q2 2024
Simplicity Wealth,Llc

BUY
 -
645
+ 0.85%
$19.2K - $20.9K
76.9K $2.73M
Aug 07, 2024 Q2 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
560
+ 5.84%
$16.6K - $18.2K
10.1K $360K
Oct 29, 2024 Q2 2024
Cypress Capital, LLC

BUY
 -
419
+ 3.34%
$12.5K - $13.6K
13K $460K
Aug 08, 2024 Q2 2024
Arvest Investments, Inc.

Rogers, AR
BUY
 -
409
New
$12.2K - $13.3K
409 $14.5K
Jul 16, 2024 Q2 2024
Bill Few Associates, Inc.

BUY
 -
380
+ 2.18%
$11.3K - $12.3K
17.8K $633K
Aug 07, 2024 Q2 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
375
New
$11.1K - $12.2K
375 $13.3K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
374
New
$11.1K - $12.1K
374 $13.3K
Aug 12, 2024 Q2 2024
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
329
+ 5.36%
$9.78K - $10.7K
6.47K $230K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

BUY
 -
321
New
$9.54K - $10.4K
321 $11.4K
Aug 06, 2024 Q2 2024
Tru Independence LLC

BUY
 -
307
+ 2.83%
$9.12K - $9.96K
11.1K $395K
Aug 01, 2024 Q2 2024
Cravens & CO Advisors, LLC

Cookeville, TN
BUY
 -
284
+ 2.07%
$8.44K - $9.22K
14K $496K
Aug 12, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
281
New
$8.35K - $9.12K
281 $9.97K
Aug 14, 2024 Q2 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
205
+ 2.67%
$6.09K - $6.65K
7.89K $280K
Aug 13, 2024 Q2 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
204
+ 2.46%
$6.06K - $6.62K
8.5K $302K
Jul 29, 2024 Q2 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
131
+ 1.2%
$3.89K - $4.25K
11K $392K
Jul 18, 2024 Q2 2024
Wealth Care Investment Partners, LLC

BUY
 -
88
+ 0.25%
$2.62K - $2.86K
35.8K $1.27M
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
81
New
$2.41K - $2.63K
81 $2.87K
Jul 31, 2024 Q2 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
66
New
$1.96K - $2.14K
66 $2.34K
Aug 15, 2024 Q2 2024
Creative Planning

Overland Park, KS
BUY
 -
28
+ 0.14%
$832 - $909
20.4K $723K
Aug 13, 2024 Q2 2024
Cerity Partners LLC

New York, NY
BUY
 -
22
+ 0.15%
$654 - $714
14.9K $530K
Aug 14, 2024 Q2 2024
Ascent Group, LLC

BUY
 -
19
+ 0.12%
$565 - $617
16.5K $586K
Jul 09, 2024 Q2 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
10
+ 0.01%
$297 - $325
68.2K $2.42M
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
9
New
$267 - $292
9 $319
Jul 16, 2024 Q2 2024
Advisor Net Financial, Inc

BUY
 -
8
+ 0.12%
$238 - $260
6.72K $239K
Aug 08, 2024 Q2 2024
Clear Investment Research, LLC

BUY
 -
4
+ 0.23%
$119 - $130
1.76K $62.3K
Jul 12, 2024 Q2 2024
Hfg Advisors, Inc.

BUY
 -
3
+ 0.03%
$89.2 - $97.4
11.2K $398K
Jul 31, 2024 Q2 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
2
+ 0.17%
$59.4 - $64.9
1.18K $41.9K
Aug 13, 2024 Q2 2024
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-15
- 0.03%
$446 - $487
45.7K $1.62M
Aug 02, 2024 Q2 2024
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-39
- 0.28%
$1.16K - $1.27K
14K $497K
Jul 16, 2024 Q2 2024
Cornerstone Wealth Management, LLC

SELL
 -
-39
- 0.37%
$1.16K - $1.27K
10.5K $371K
Aug 12, 2024 Q2 2024
Hrt Financial LP

New York, NY
SELL
 -
-163
- 0.74%
$4.84K - $5.29K
21.7K $771K
Aug 09, 2024 Q2 2024
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-165
- 1.73%
$4.9K - $5.35K
9.37K $333K
Jul 25, 2024 Q2 2024
Tkg Advisors, LLC

SELL
 -
-380
- 2.37%
$11.3K - $12.3K
15.7K $556K

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