Who owns CAPITAL GROUP CORE EQUITY ET?
- Ticker: CGUS
- CUSIP Number: 14020v108
Tip: Access positions for across all investors
Analyze quarterly positions in Capital Group Core Equity Et with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group Core Equity Et stock
Who bought or sold CAPITAL GROUP CORE EQUITY ET this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Advisor Group Holdings | 1.9M | $53M | 46% | Dec 2023 |
|
| Commonwealth Equity Services | 1.6M | $46M | 41% | Dec 2023 |
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| Raymond James & Associates | 1.5M | $48M | 46% | Mar 2024 |
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| Raymond James Financial Services Advisors | 1.5M | $47M | 2% | Mar 2024 |
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| Cambridge Investment Research Advisors | 1.4M | $44M | 8% | Mar 2024 |
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| Wells Fargo & Company | 1.2M | $34M | 126% | Dec 2023 |
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| Baird Financial | 894k | $25M | 31% | Dec 2023 |
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| CWM | 764k | $24M | 517% | Mar 2024 |
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| Assetmark | 730k | $21M | 8% | Dec 2023 |
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| Midwest Heritage Bank | 722k | $23M | 16% | Mar 2024 |
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| Souders Financial Advisors | 720k | $20M | 8% | Dec 2023 |
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| Royal Bank of Canada | 686k | $19M | 37% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 588k | $18M | 1% | Mar 2024 |
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| Summit Investment Advisory Services | 571k | $18M | -4% | Mar 2024 |
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| Stifel Financial | 424k | $12M | 12% | Dec 2023 |
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| UBS Group | 379k | $11M | 38% | Dec 2023 |
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| Strategic Blueprint | 352k | $11M | 9% | Mar 2024 |
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| Kestra Advisory Services | 334k | $9.5M | 40% | Dec 2023 |
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| Harbour Investments | 307k | $8.7M | 25% | Dec 2023 |
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| Private Advisor | 292k | $8.3M | 27% | Dec 2023 |
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| D.A. Davidson & Co. | 292k | $8.2M | 30% | Dec 2023 |
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| Orion Portfolio Solutions | 279k | $7.9M | 13% | Dec 2023 |
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| Envestnet Portfolio Solutions | 276k | $7.8M | 100% | Dec 2023 |
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| Jane Street | 275k | $7.8M | -55% | Dec 2023 |
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| Lincoln National | 258k | $7.3M | 10% | Dec 2023 |
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| Janney Montgomery Scott | 253k | $7.1M | 17% | Dec 2023 |
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| Wiley Bros.-aintree Capital | 245k | $7.6M | 15% | Mar 2024 |
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| Advisory Services Network | 244k | $6.9M | 131% | Dec 2023 |
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| Cary Street Partner Investment Advisory | 243k | $6.9M | 1% | Dec 2023 |
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| Sunbelt Securities | 243k | $7.6M | 45% | Mar 2024 |
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| Vestmark Advisory Solutions | 242k | $6.8M | 30% | Dec 2023 |
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| FinDec Wealth Services | 239k | $6.8M | 27% | Dec 2023 |
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| Benjamin F. Edwards & Company | 236k | $6.7M | 15% | Dec 2023 |
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| Wealthcare Advisory Partners | 221k | $6.9M | -3% | Mar 2024 |
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| Atria Wealth Solutions | 215k | $6.1M | 45% | Dec 2023 |
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| Bridgewealth Advisory Group | 156k | $4.9M | 172% | Mar 2024 |
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| ValMark Advisers | 153k | $4.3M | 827% | Dec 2023 |
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| Burford Brothers | 153k | $4.3M | 100% | Dec 2023 |
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| D. J. St. Germain | 151k | $4.3M | 4% | Dec 2023 |
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| Ambassador Advisors | 144k | $4.2M | 100% | Dec 2023 |
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| Essex Financial Services | 123k | $3.8M | 7% | Mar 2024 |
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| Creative Financial Designs | 114k | $3.2M | 3841% | Dec 2023 |
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| Merit Financial Group | 109k | $3.1M | 15% | Dec 2023 |
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| Barnes Pettey Financial Advisors | 105k | $3.0M | 4% | Dec 2023 |
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| Branch Banking & Trust Company | 98k | $2.8M | 4% | Dec 2023 |
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| Nbc Securities | 95k | $3.0M | 71% | Mar 2024 |
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| William Blair $ Company | 94k | $2.7M | 100% | Dec 2023 |
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| G&S Capital | 88k | $2.7M | -27% | Mar 2024 |
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| Principal Securities | 85k | $2.4M | 100% | Dec 2023 |
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| Continuum Advisory | 82k | $2.3M | 39% | Dec 2023 |
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| Founders Financial Securities | 81k | $2.5M | 35% | Mar 2024 |
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| Simplicity Wealth | 76k | $2.4M | 100% | Mar 2024 |
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| Bleakley Financial Group | 76k | $2.1M | 3% | Dec 2023 |
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| Sawtooth Asset Management | 76k | $2.1M | 3% | Dec 2023 |
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| Rsm Us Wealth Management | 74k | $2.1M | 5% | Dec 2023 |
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| Olistico Wealth | 68k | $2.1M | 0% | Mar 2024 |
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| Wayne Hummer Investments | 63k | $1.8M | 118% | Dec 2023 |
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| Captrust Financial Advisors | 59k | $1.7M | 13% | Dec 2023 |
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| Cedar Brook Financial Partners | 57k | $1.8M | 2% | Mar 2024 |
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| Park Avenue Securities | 54k | $1.7M | 12% | Mar 2024 |
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| Procyon Private Wealth Partners | 53k | $1.6M | -63% | Mar 2024 |
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| Clear Creek Financial Management | 50k | $1.5M | 100% | Mar 2024 |
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| AFS Financial Group | 46k | $1.3M | -16% | Dec 2023 |
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| Sigma Planning | 44k | $1.3M | -37% | Dec 2023 |
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| Proequities | 42k | $1.2B | 7% | Dec 2023 |
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| Lodestone Wealth Management | 39k | $1.1M | 5% | Dec 2023 |
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| Prospera Financial Services | 36k | $1.0M | 9% | Dec 2023 |
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| WealthCare Investment Partners | 36k | $1.1M | 0% | Mar 2024 |
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| J Arnold Wealth Management | 33k | $924k | 100% | Dec 2023 |
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| Great Valley Advisor Group | 33k | $919k | 100% | Dec 2023 |
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| 180 Wealth Advisors | 31k | $956k | 8% | Mar 2024 |
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| TCG Advisory Services | 30k | $860k | 100% | Dec 2023 |
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| Lantz Financial | 30k | $836k | 9% | Dec 2023 |
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| Armstrong, Fleming & Moore | 29k | $913k | 19% | Mar 2024 |
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| Woodmont Investment Counsel | 29k | $892k | 89% | Mar 2024 |
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| H D Vest Advisory Services | 28k | $804k | 80% | Dec 2023 |
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| First Heartland Consultants | 26k | $730k | 0% | Dec 2023 |
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| Investment Advisory Services | 26k | $803k | 7% | Mar 2024 |
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| Hanson McClain Advisors | 25k | $791k | 454% | Mar 2024 |
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| Baker Tilly Financial | 25k | $699k | 16% | Dec 2023 |
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| Nations Financial Group | 24k | $759k | 17% | Mar 2024 |
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| HighTower Advisors | 24k | $663k | 100% | Dec 2023 |
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| TKG Advisors | 23k | $654k | -8% | Dec 2023 |
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| Global Retirement Partners | 23k | $719k | 22% | Mar 2024 |
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| CWS Financial Advisors | 23k | $650k | 8% | Dec 2023 |
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| Seamount Financial Group | 23k | $713k | 100% | Mar 2024 |
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| Swisher Financial Concepts | 22k | $686k | 100% | Mar 2024 |
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| EverSource Wealth Advisors | 22k | $627k | 1% | Dec 2023 |
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| Latitude Advisors | 22k | $684k | 37% | Mar 2024 |
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| Natixis Asset Management Advisors | 20k | $635k | 74% | Mar 2024 |
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| Creative Planning | 20k | $574k | 7% | Dec 2023 |
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| LongView Wealth Management | 19k | $592k | 24% | Mar 2024 |
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| Raymond James Trust | 19k | $586k | 56% | Mar 2024 |
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| Hunter Associates | 18k | $508k | 0% | Dec 2023 |
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| Tempus Wealth Planning | 18k | $554k | 109% | Mar 2024 |
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| Bill Few Associates | 17k | $544k | 5% | Mar 2024 |
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| Wedbush Morgan Securities | 17k | $475k | 42% | Dec 2023 |
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| Everpar Advisors | 16k | $507k | 1% | Mar 2024 |
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| Beacon Financial Advisory | 16k | $444k | 5% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 15k | $431k | 33% | Dec 2023 |
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| Citadel Advisors | 14k | $407k | 100% | Dec 2023 |
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| Cravens & Co Advisors | 14k | $406k | 0% | Dec 2023 |
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| HBW Advisory Services | 14k | $399k | 0% | Mar 2024 |
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| Silverlake Wealth Management | 14k | $437k | -12% | Mar 2024 |
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| Ameritas Advisory Services | 14k | $399k | -71% | Dec 2023 |
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| HPM Partners | 14k | $392k | 100% | Dec 2023 |
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| Mutual Advisors | 14k | $387k | 0% | Dec 2023 |
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| Prime Capital Investment Advisors | 13k | $372k | 64% | Dec 2023 |
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| Moloney Securities Asset Management | 13k | $362k | 15% | Dec 2023 |
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| LYNCH & Associates | 13k | $392k | 28% | Mar 2024 |
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| AE Wealth Management | 12k | $354k | 100% | Dec 2023 |
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| CapWealth Advisors | 12k | $326k | -4% | Dec 2023 |
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| HFG Advisors | 11k | $350k | 100% | Mar 2024 |
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| High Falls Advisors | 11k | $313k | -14% | Dec 2023 |
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| Golden State Equity Partners | 11k | $309k | 13% | Dec 2023 |
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| Octavia Wealth Advisors | 11k | $339k | -3% | Mar 2024 |
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| tru Independence | 11k | $338k | 5% | Mar 2024 |
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| Wealthsource Partners | 11k | $303k | 0% | Dec 2023 |
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| Cornerstone Wealth Management | 11k | $327k | 0% | Mar 2024 |
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| Signature Resources Capital Management | 11k | $296k | 0% | Mar 2024 |
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| ICA Group Wealth Management | 10k | $287k | 100% | Dec 2023 |
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| Total Clarity Wealth Management | 9.8k | $306k | 100% | Mar 2024 |
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| Capital Analysts | 9.8k | $277k | -83% | Dec 2023 |
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| Axxcess Wealth Management | 9.7k | $274k | 100% | Dec 2023 |
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| National Wealth Management Group | 9.6k | $271k | 1% | Dec 2023 |
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| Confluence Wealth Services | 9.5k | $297k | 100% | Mar 2024 |
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| Western Wealth Management | 8.9k | $251k | 0% | Dec 2023 |
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| HoyleCohen | 8.6k | $243k | 0% | Dec 2023 |
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| Arkadios Wealth Advisors | 8.5k | $242k | 100% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 8.5k | $239k | 4% | Dec 2023 |
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| Detalus Advisors | 8.4k | $262k | 0% | Mar 2024 |
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| Visionary Wealth Advisors | 8.0k | $228k | 100% | Dec 2023 |
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| Hanlon Investment Management | 7.8k | $220k | 100% | Dec 2023 |
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| Nwam | 7.8k | $220k | 100% | Dec 2023 |
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| Davenport & Co | 7.5k | $213k | 100% | Dec 2023 |
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| Trueblood Wealth Management | 7.4k | $230k | 100% | Mar 2024 |
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| Advance Capital Management | 7.4k | $229k | 100% | Mar 2024 |
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| Mayflower Financial Advisors | 7.3k | $208k | 100% | Dec 2023 |
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| Delta Financial Group | 7.2k | $203k | 100% | Dec 2023 |
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| Venture Visionary Partners | 7.1k | $201k | 100% | Dec 2023 |
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| AdvisorNet Financial | 6.7k | $209k | 82% | Mar 2024 |
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| Private Trust Co Na | 6.6k | $206k | 43% | Mar 2024 |
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| FTB Advisors | 6.5k | $203k | -5% | Mar 2024 |
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| Steward Partners Investment Advisory | 6.4k | $180k | 0% | Dec 2023 |
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| Tradition Wealth Management | 5.4k | $152k | 0% | Dec 2023 |
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| Mark Sheptoff Financial Planning | 5.3k | $150k | 0% | Dec 2023 |
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| Northwest Capital Management | 3.1k | $98k | 0% | Mar 2024 |
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| Mather Group | 2.6k | $74k | 100% | Mar 2024 |
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| Larson Financial Group | 2.0k | $58k | 0% | Dec 2023 |
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| Financial Perspectives | 1.5k | $48k | 0% | Mar 2024 |
|
| Winch Advisory Services | 1.2k | $33k | 174% | Dec 2023 |
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| IFP Advisors | 1.0k | $29k | -49% | Dec 2023 |
|
Who sold out of Capital Group Core Equity Et?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Meridian Wealth Management | Dec 2023 | 35k | $986k |
| Koshinski Asset Management | Sep 2023 | 19k | $484k |
| Owen LaRue | Sep 2023 | 8.5k | $212k |
| Tennessee Valley Asset Management Partners | Dec 2023 | 1.1k | $32k |