Kestra Private Wealth Services, LLC Capital Group Core Equity ETF Transaction History

Kestra Private Wealth Services, LLC

$7.16 Billion
Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 34,032 shares of CGUS stock, worth $1.35 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

34,032

Previous 31,539 7.9%

Holding current value

$1.35 Million

Previous $1.16 Million 15.55%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$36.89 - $39.72 $91,966 - $99,021	2,493 Added 7.9%	34,032 $1.35 Million
Q2 2025 Aug 07, 2025	BUY	$29.93 - $36.93 $123,551 - $152,447	4,128 Added 15.06%	31,539 $1.16 Million
Q1 2025 May 05, 2025	BUY	$33.08 - $36.62 $23,983 - $26,549	725 Added 2.72%	27,411 $915,000
Q4 2024 Jan 28, 2025	BUY	$33.96 - $36.24 $270,831 - $289,014	7,975 Added 42.62%	26,686 $933,000
Q3 2024 Nov 13, 2024	BUY	$31.19 - $34.33 $191,444 - $210,717	6,138 Added 48.82%	18,711 $641,000

Q2 2024 Aug 12, 2024	BUY	$29.72 - $32.45 $145,568 - $158,940	4,898 Added 63.82%	12,573 $405,000
Q1 2024 May 02, 2024	BUY	$27.81 - $31.24 $213,441 - $239,767	7,675 New	7,675 $239,000

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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Kestra Private Wealth Services, LLC Capital Group Core Equity ETF Transaction History