Investment Planning Advisors, Inc. Capital Group Core Equity ETF Transaction History

Investment Planning Advisors, Inc.

$286 Million
Q4 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 355,027 shares of CGUS stock, worth $14.1 Million. This represents 4.93% of its overall portfolio holdings.

Number of Shares

355,027

Previous 344,826 2.96%

Holding current value

$14.1 Million

Previous $13.6 Million 3.35%

% of portfolio

4.93%

Previous 4.99%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$38.81 - $40.67 $395,900 - $414,874	10,201 Added 2.96%	355,027 $14.1 Million
Q3 2025 Oct 21, 2025	SELL	$36.89 - $39.72 $16.3 Million - $17.6 Million	-443,185 Reduced 56.24%	344,826 $13.6 Million
Q2 2025 Jul 21, 2025	BUY	$29.93 - $36.93 $4.06 Million - $5.01 Million	135,636 Added 20.79%	788,011 $29.1 Million
Q1 2025 Apr 22, 2025	BUY	$33.08 - $36.62 $4.39 Million - $4.86 Million	132,736 Added 25.54%	652,375 $21.8 Million
Q4 2024 Jan 22, 2025	BUY	$33.96 - $36.24 $9.27 Million - $9.89 Million	273,013 Added 110.7%	519,639 $18.2 Million

Q2 2024 Jul 22, 2024	BUY	$29.72 - $32.45 $7.33 Million - $8 Million	246,626 New	246,626 $7.95 Billion

Others Institutions Holding CGUS

# of Institutions

384

Shares Held

140M

Call Options Held

Put Options Held

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

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Investment Planning Advisors, Inc. Capital Group Core Equity ETF Transaction History