Advance Capital Management, Inc. Capital Group Core Equity ETF Transaction History

Advance Capital Management, Inc.

$1.38 Billion
Q4 2025

A detailed history of Advance Capital Management, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Advance Capital Management, Inc. holds 16,115 shares of CGUS stock, worth $639,604. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,115

Previous 13,209 22.0%

Holding current value

$639,604

Previous $522,000 22.41%

% of portfolio

0.05%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 06, 2026	BUY	$38.81 - $40.67 $112,781 - $118,187	2,906 Added 22.0%	16,115 $639,000
Q3 2025 Oct 10, 2025	BUY	$36.89 - $39.72 $213,187 - $229,541	5,779 Added 77.78%	13,209 $522,000
Q2 2025 Jul 08, 2025	SELL	$29.93 - $36.93 $23,195 - $28,620	-775 Reduced 9.45%	7,430 $274,000
Q4 2024 Jan 06, 2025	BUY	$33.96 - $36.24 $984 - $1,050	29 Added 0.35%	8,205 $286,000
Q3 2024 Oct 07, 2024	BUY	$31.19 - $34.33 $405 - $446	13 Added 0.16%	8,176 $280,000

Q2 2024 Jul 08, 2024	BUY	$29.72 - $32.45 $23,776 - $25,960	800 Added 10.87%	8,163 $263,000
Q1 2024 Apr 04, 2024	BUY	$27.81 - $31.24 $204,765 - $230,020	7,363 New	7,363 $229,000

Others Institutions Holding CGUS

# of Institutions

371

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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Advance Capital Management, Inc. Capital Group Core Equity ETF Transaction History