Summit Financial, LLC Capital Group Core Equity ETF Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Summit Financial, LLC holds 26,024 shares of CGUS stock, worth $1.03 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

26,024

Holding current value

$1.03 Million

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$36.89 - $39.72 $960,025 - $1.03 Million	26,024 New	26,024 $1.03 Million

Others Institutions Holding CGUS

# of Institutions

371

Shares Held

137M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

19.9M
Shares

$790 Million
0.25% of portfolio
Envestnet Asset Management Inc

11.1M
Shares

$442 Million
0.14% of portfolio
Raymond James Financial Inc St. Petersburg, FL

7.03M
Shares

$279 Million
0.09% of portfolio
Morgan Stanley New York, NY

6.12M
Shares

$243 Million
0.02% of portfolio
Capital International Investors Los Angeles, CA

5.98M
Shares

$237 Million
0.04% of portfolio

View Full List

About CAPITAL GROUP CORE EQUITY ETF

Ticker CGUS

More about CGUS

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Summit Financial, LLC Capital Group Core Equity ETF Transaction History