Sowell Financial Services LLC Capital Group Core Equity ETF Transaction History

Sowell Financial Services LLC

$2.46 Billion
Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 45,382 shares of CGUS stock, worth $1.8 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

45,382

Previous 44,258 2.54%

Holding current value

$1.8 Million

Previous $1.63 Million 9.79%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$36.89 - $39.72 $41,464 - $44,645	1,124 Added 2.54%	45,382 $1.79 Million
Q2 2025 Jul 11, 2025	BUY	$29.93 - $36.93 $129,207 - $159,426	4,317 Added 10.81%	44,258 $1.63 Million
Q1 2025 Apr 17, 2025	BUY	$33.08 - $36.62 $30,102 - $33,324	910 Added 2.33%	39,941 $1.33 Million
Q4 2024 Feb 07, 2025	SELL	$33.96 - $36.24 $187,017 - $199,573	-5,507 Reduced 12.36%	39,031 $1.36 Million
Q3 2024 Oct 04, 2024	SELL	$31.19 - $34.33 $37,490 - $41,264	-1,202 Reduced 2.63%	44,538 $1.53 Million

Q2 2024 Aug 13, 2024	SELL	$29.72 - $32.45 $445 - $486	-15 Reduced 0.03%	45,740 $1.48 Million
Q1 2024 May 03, 2024	BUY	$27.81 - $31.24 $1.27 Million - $1.43 Million	45,755 New	45,755 $1.43 Million

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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Sowell Financial Services LLC Capital Group Core Equity ETF Transaction History