Purchases and Sales Made in Q4 2025 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 Q4 2025. 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
Jan 15, 2026 Q4 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
858K
New
$33.3M - $34.9M
858K $34.1M
Jan 15, 2026 Q4 2025
Guided Capital Wealth Management, LLC

Houston, TX
BUY
 -
244K
New
$9.47M - $9.92M
244K $9.68M
Jan 14, 2026 Q4 2025
Org Partners LLC

Roanoke, IN
BUY
 -
24K
+ 167.17%
$930K - $975K
38.3K $1.52M
Jan 14, 2026 Q4 2025
Aa Financial Advisors, LLC

Columbus, OH
BUY
 -
23K
+ 5.74%
$894K - $937K
424K $16.8M
Jan 09, 2026 Q4 2025
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
20.8K
New
$806K - $845K
20.8K $824K
Jan 07, 2026 Q4 2025
Sagespring Wealth Partners, LLC

Franklin, TN
BUY
 -
19.7K
+ 10.26%
$765K - $802K
212K $8.41M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
14.3K
+ 2.08%
$555K - $581K
700K $27.8M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
14K
+ 14.1%
$545K - $571K
114K $4.51M
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
13.5K
+ 23.36%
$523K - $548K
71.1K $2.82M
Jan 14, 2026 Q4 2025
Auctus Advisors LLC

Charlotte, NC
BUY
 -
13K
New
$503K - $528K
13K $515K
Jan 20, 2026 Q4 2025
Investment Planning Advisors, Inc.

Cumming, GA
BUY
 -
10.2K
+ 2.96%
$396K - $415K
355K $14.1M
Jan 15, 2026 Q4 2025
Victory Financial Group, LLC

Austin, TX
BUY
 -
9.51K
New
$369K - $387K
9.51K $377K
Jan 12, 2026 Q4 2025
M.E. Allison & Co., Inc.

San Antonio, TX
BUY
 -
9.39K
+ 13.22%
$364K - $382K
80.4K $3.19M
Jan 15, 2026 Q4 2025
Clg LLC

Long Beach, CA
BUY
 -
8.55K
+ 114.85%
$332K - $348K
16K $635K
Jan 15, 2026 Q4 2025
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
8.4K
New
$326K - $342K
8.4K $333K
Jan 16, 2026 Q4 2025
Crewe Advisors LLC

BUY
 -
6.71K
+ 119.77%
$260K - $273K
12.3K $488K
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
6.61K
+ 28.02%
$257K - $269K
30.2K $1.2M
Jan 20, 2026 Q4 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
6.51K
New
$252K - $265K
6.51K $258K
Jan 08, 2026 Q4 2025
Lincoln Capital LLC

BUY
 -
6.46K
+ 21.81%
$251K - $263K
36.1K $1.43M
Jan 14, 2026 Q4 2025
Lantz Financial LLC

BUY
 -
5.24K
+ 11.79%
$203K - $213K
49.7K $1.97M
Jan 16, 2026 Q4 2025
Armstrong, Fleming & Moore, Inc

Washington, DC
BUY
 -
3.77K
+ 8.96%
$146K - $153K
45.9K $1.82M
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.37K
+ 30.22%
$131K - $137K
14.5K $577K
Jan 12, 2026 Q4 2025
Bill Few Associates, Inc.

BUY
 -
3.36K
+ 12.85%
$130K - $137K
29.5K $1.17M
Jan 06, 2026 Q4 2025
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
2.91K
+ 22.0%
$113K - $118K
16.1K $640K
Jan 07, 2026 Q4 2025
Lynch & Associates

BUY
 -
1.8K
+ 5.24%
$69.7K - $73.1K
36.1K $1.43M
Jan 20, 2026 Q4 2025
Advisor Net Financial, Inc

BUY
 -
1.32K
+ 7.92%
$51.1K - $53.6K
17.9K $712K
Jan 20, 2026 Q4 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
1.12K
+ 460.66%
$43.6K - $45.7K
1.37K $54.3K
Jan 08, 2026 Q4 2025
180 Wealth Advisors, LLC

BUY
 -
1.12K
+ 3.52%
$43.4K - $45.5K
32.9K $1.3M
Jan 16, 2026 Q4 2025
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
1.1K
+ 9.22%
$42.8K - $44.9K
13.1K $519K
Jan 20, 2026 Q4 2025
Pflug Koory, LLC

BUY
 -
626
New
$24.3K - $25.5K
626 $24.8K
Jan 09, 2026 Q4 2025
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
459
+ 3.2%
$17.8K - $18.7K
14.8K $588K
Jan 07, 2026 Q4 2025
Procyon Advisors, LLC

BUY
 -
416
+ 3.34%
$16.1K - $16.9K
12.9K $511K
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
320
+ 40.97%
$12.4K - $13K
1.1K $43.7K
Jan 20, 2026 Q4 2025
Ascent Group, LLC

BUY
 -
256
+ 1.72%
$9.94K - $10.4K
15.1K $600K
Jan 06, 2026 Q4 2025
Wealth Care Investment Partners, LLC

BUY
 -
250
+ 0.59%
$9.7K - $10.2K
42.3K $1.68M
Jan 13, 2026 Q4 2025
Kmg Fiduciary Partners, LLC

BUY
 -
171
+ 0.37%
$6.64K - $6.95K
46.5K $1.84M
Jan 06, 2026 Q4 2025
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
67
+ 78.82%
$2.6K - $2.72K
152 $6.03K
Jan 20, 2026 Q4 2025
Nav Point Financial, Inc.

Prior Lake, MN
BUY
 -
29
+ 0.5%
$1.13K - $1.18K
5.88K $233K
Jan 12, 2026 Q4 2025
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
21
+ 0.03%
$815 - $854
68.3K $2.71M
Jan 16, 2026 Q4 2025
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
19
+ 0.24%
$737 - $773
8.08K $321K
Jan 20, 2026 Q4 2025
Fearless Solutions, LLC Dba Best Invest

San Antonio, TX
BUY
 -
13
+ 0.13%
$505 - $529
9.92K $394K
Jan 12, 2026 Q4 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
3
+ 0.04%
$116 - $122
6.82K $271K
Jan 14, 2026 Q4 2025
Smith Thornton Advisors LLC

Huntsville, AL
BUY
 -
1
+ 0.01%
$38.8 - $40.7
18.4K $730K
Jan 20, 2026 Q4 2025
Stratos Wealth Advisors, LLC

SELL
 -
-166
- 3.18%
$6.44K - $6.75K
5.05K $201K
Jan 13, 2026 Q4 2025
Norden Group LLC

Provo, UT
SELL
 -
-500
- 0.94%
$19.4K - $20.3K
52.5K $2.08M
Jan 13, 2026 Q4 2025
Mayflower Financial Advisors, LLC

SELL
 -
-1.1K
- 2.49%
$42.5K - $44.6K
42.9K $1.7M
Jan 12, 2026 Q4 2025
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-1.17K
- 17.77%
$45.5K - $47.7K
5.42K $215K
Jan 15, 2026 Q4 2025
Lodestone Wealth Management LLC

Spokane, WA
SELL
 -
-1.32K
- 2.13%
$51.2K - $53.7K
60.8K $2.41M
Jan 16, 2026 Q4 2025
Tempus Wealth Planning, LLC

SELL
 -
-1.54K
- 3.2%
$59.8K - $62.7K
46.7K $1.85M

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