Who owns CAPITAL GROUP CORE EQUITY ET?
- Ticker: CGUS
- CUSIP Number: 14020v108
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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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 6.7M | $229M | 13% | Sep 2024 |
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| LPL Financial | 6.7M | $229M | 36% | Sep 2024 |
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| Capital Group Private Client Services | 3.8M | $129M | 13% | Sep 2024 |
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| Raymond James & Associates | 2.6M | $90M | 18% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 2.5M | $86M | 1% | Sep 2024 |
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| Commonwealth Equity Services | 2.3M | $80M | 13% | Sep 2024 |
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| Cetera Investment Advisers | 2.3M | $75M | 7% | Jun 2024 |
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| Morgan Stanley | 2.3M | $73M | 1306% | Jun 2024 |
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| Wells Fargo & Company | 2.1M | $73M | 22% | Sep 2024 |
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| Cambridge Investment Research Advisors | 1.8M | $62M | 14% | Sep 2024 |
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| Raymond James Financial Services Advisors | 1.7M | $59M | 0% | Sep 2024 |
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| Mml Investors Services | 1.7M | $58M | 9% | Sep 2024 |
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| Advisor Group Holdings | 1.6M | $53M | 42% | Sep 2024 |
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| Captrust Financial Advisors | 1.5M | $53M | 25% | Sep 2024 |
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| Royal Bank of Canada | 1.3M | $45M | 14% | Sep 2024 |
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| Bank of America Corporation | 1.2M | $40M | 3664% | Sep 2024 |
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| Jones Financial Companies, L.L | 1.1M | $37M | 335% | Sep 2024 |
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| Kestra Advisory Services | 1.1M | $36M | 28% | Sep 2024 |
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| Stifel Financial | 894k | $29M | -25% | Jun 2024 |
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| Private Advisor | 842k | $29M | 73% | Sep 2024 |
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| Sei Investments | 823k | $28M | 100% | Sep 2024 |
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| Midwest Heritage Bank | 808k | $28M | 1% | Sep 2024 |
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| TCG Advisory Services | 765k | $25M | 21% | Jun 2024 |
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| Assetmark | 750k | $26M | 1% | Sep 2024 |
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| Souders Financial Advisors | 747k | $26M | -1% | Sep 2024 |
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| Goss Wealth Management | 642k | $21M | 44% | Jun 2024 |
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| Summit Investment Advisory Services | 604k | $21M | 100% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 576k | $19M | -2% | Jun 2024 |
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| Vantage Financial Partners | 455k | $15M | 20% | Jun 2024 |
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| Strategic Blueprint | 420k | $14M | 16% | Sep 2024 |
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| Advisory Services Network | 416k | $13M | 0% | Sep 2024 |
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| D.A. Davidson & Co. | 392k | $13M | 5% | Jun 2024 |
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| Harbour Investments | 388k | $13M | 21% | Sep 2024 |
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| Envestnet Portfolio Solutions | 355k | $12M | 5% | Sep 2024 |
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| Janney Montgomery Scott | 353k | $12M | 100% | Sep 2024 |
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| Orion Portfolio Solutions | 331k | $11M | 0% | Sep 2024 |
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| Vestmark Advisory Solutions | 330k | $11M | 16% | Jun 2024 |
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| Atria Wealth Solutions | 327k | $11M | 14% | Sep 2024 |
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| CWM | 323k | $11M | -62% | Sep 2024 |
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| Benjamin Edwards | 273k | $9.4M | 100% | Sep 2024 |
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| AA Financial Advisors | 268k | $9.2M | 39% | Sep 2024 |
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| Burford Brothers | 252k | $8.1M | 36% | Jun 2024 |
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| Wiley Bros.-aintree Capital | 252k | $8.1M | 3% | Jun 2024 |
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| Jane Street | 252k | $8.6M | 163% | Sep 2024 |
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| Cary Street Partner Investment Advisory | 249k | $8.5M | 10% | Sep 2024 |
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| D. J. St. Germain | 248k | $8.5M | 26% | Sep 2024 |
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| Sunbelt Securities | 247k | $8.5M | -17% | Sep 2024 |
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| Investment Planning Advisors | 247k | $8.0M | 0% | Sep 2024 |
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| Benjamin F. Edwards & Company | 240k | $7.7M | 2% | Jun 2024 |
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| ValMark Advisers | 232k | $8.0M | 7% | Sep 2024 |
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| Wealthcare Advisory Partners | 230k | $7.9M | -1% | Sep 2024 |
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| Bridgewealth Advisory Group | 227k | $7.8M | 17% | Sep 2024 |
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| FinDec Wealth Services | 227k | $7.3M | -4% | Jun 2024 |
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| Essex Financial Services | 223k | $7.7M | 1% | Sep 2024 |
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| International Assets Investment Management | 219k | $6.4M | 3317% | Sep 2024 |
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| Old Mission Capital | 212k | $6.8M | -46% | Jun 2024 |
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| Dynamic Advisors Solutions | 197k | $6.7M | 6% | Sep 2024 |
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| Smith, Moore & Co. | 195k | $6.7M | 2% | Sep 2024 |
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| Principal Securities | 190k | $6.5M | 11% | Sep 2024 |
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| Creative Financial Designs | 182k | $6.2M | 1% | Sep 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 167k | $5.4M | 4% | Jun 2024 |
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| William Blair $ Company | 152k | $5.2M | 14% | Sep 2024 |
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| Nbc Securities | 133k | $4.5M | 15% | Sep 2024 |
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| Cannon Wealth Management Services | 132k | $4.5M | 100% | Sep 2024 |
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| Continuum Advisory | 122k | $4.3M | -4% | Sep 2024 |
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| Transcendent Capital Group | 122k | $4.2M | 866% | Sep 2024 |
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| Western Wealth Management | 117k | $4.0M | 562% | Sep 2024 |
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| Smartleaf Asset Management | 115k | $3.9M | 100% | Sep 2024 |
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| Proequities | 107k | $3.7B | 12% | Sep 2024 |
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| Founders Financial Securities | 105k | $3.6M | 5% | Sep 2024 |
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| Branch Banking & Trust Company | 104k | $3.4M | 14% | Jun 2024 |
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| Barnes Pettey Financial Advisors | 101k | $3.5M | -1% | Sep 2024 |
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| Clear Creek Financial Management | 88k | $3.0M | 8% | Sep 2024 |
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| HighTower Advisors | 86k | $2.8M | 14% | Jun 2024 |
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| G&S Capital | 82k | $2.8M | -2% | Sep 2024 |
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| PFG Advisors | 79k | $2.7M | 527% | Sep 2024 |
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| Bleakley Financial Group | 78k | $2.7M | 1% | Sep 2024 |
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| Rsm Us Wealth Management | 76k | $2.6M | 2% | Sep 2024 |
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| Park Avenue Securities | 76k | $2.6M | 6% | Sep 2024 |
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| Prospera Financial Services | 70k | $2.4M | 1% | Sep 2024 |
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| Merit Financial Group | 70k | $2.4M | -35% | Sep 2024 |
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| Olistico Wealth | 68k | $2.3M | 0% | Sep 2024 |
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| Signature Estate and Investment Advisors | 68k | $2.3M | 11% | Sep 2024 |
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| Natixis Asset Management Advisors | 66k | $2.3M | 35% | Sep 2024 |
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| Renaissance Technologies | 64k | $2.2M | 43% | Sep 2024 |
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| Aptus Capital Advisors | 63k | $2.2M | -4% | Sep 2024 |
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| Kingswood Wealth Advisors | 63k | $2.2M | 654% | Sep 2024 |
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| Crewe Advisors | 62k | $2.1M | 215% | Sep 2024 |
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| Woodmont Investment Counsel | 62k | $2.1M | 53% | Sep 2024 |
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| Lodestone Wealth Management | 61k | $2.1M | 37% | Sep 2024 |
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| Great Valley Advisor Group | 59k | $2.0M | 38% | Sep 2024 |
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| H D Vest Advisory Services | 58k | $1.9M | 16% | Jun 2024 |
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| Kmg Fiduciary Partners | 51k | $1.7M | 100% | Sep 2024 |
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| SpiderRock Advisors | 48k | $1.6M | 100% | Sep 2024 |
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| Ashton Thomas Securities | 47k | $1.6M | 100% | Sep 2024 |
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| Ameritas Advisory Services | 46k | $1.6M | -36% | Sep 2024 |
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| Resources Investment Advisors | 45k | $1.6M | -5% | Sep 2024 |
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| Sowell Financial Services | 45k | $1.5M | -3% | Sep 2024 |
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| Sittner & Nelson | 44k | $1.5M | 43% | Sep 2024 |
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| Mutual Advisors | 43k | $1.5M | 116% | Sep 2024 |
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| KPP Advisory Services | 43k | $1.5M | -1% | Sep 2024 |
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| Seamount Financial Group | 41k | $1.4M | 26% | Sep 2024 |
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| Koshinski Asset Management | 41k | $1.4M | 6% | Sep 2024 |
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| Putnam Fl Investment Management | 38k | $1.3M | -5% | Sep 2024 |
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| LongView Wealth Management | 38k | $1.3M | 84% | Sep 2024 |
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| Investment Advisory Services | 37k | $1.3M | 8% | Sep 2024 |
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| Tempus Wealth Planning | 37k | $1.3M | 31% | Sep 2024 |
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| Townsquare Capital | 37k | $1.3M | 100% | Sep 2024 |
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| WR Wealth Planners | 37k | $1.3M | 11% | Sep 2024 |
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| Global Retirement Partners | 37k | $1.3M | 14% | Sep 2024 |
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| Swisher Financial Concepts | 36k | $1.2M | 18% | Sep 2024 |
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| WealthCare Investment Partners | 36k | $1.2M | 1% | Sep 2024 |
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| Mayflower Financial Advisors | 35k | $1.2M | 9% | Sep 2024 |
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| Meridian Wealth Management | 35k | $1.2M | 1% | Sep 2024 |
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| Norden Group | 35k | $1.2M | 100% | Sep 2024 |
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| Lantz Financial | 35k | $1.2M | 8% | Sep 2024 |
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| Premier Path Wealth Partners | 35k | $1.2M | 0% | Sep 2024 |
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| Capital Research and Management Company - Division 3 | 33k | $1.1M | 50% | Sep 2024 |
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| Armstrong, Fleming & Moore | 33k | $1.1M | 15% | Sep 2024 |
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| Concurrent Investment Advisors | 32k | $1.1M | 18% | Sep 2024 |
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| 180 Wealth Advisors | 32k | $1.1M | 0% | Sep 2024 |
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| Latitude Advisors | 31k | $1.0M | 1% | Sep 2024 |
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| Nations Financial Group | 31k | $1.0M | 10% | Sep 2024 |
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| Balentine | 29k | $998k | 53% | Sep 2024 |
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| Ambassador Advisors | 29k | $976k | 36% | Sep 2024 |
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| Equitable Holdings | 28k | $890k | 57% | Jun 2024 |
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| CWS Financial Advisors | 27k | $858k | 17% | Jun 2024 |
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| First Heartland Consultants | 26k | $876k | -2% | Sep 2024 |
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| EverSource Wealth Advisors | 25k | $0 | 0% | Sep 2024 |
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| Capital Management Associates | 25k | $804k | 100% | Jun 2024 |
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| Cullen Frost Bankers | 25k | $852k | 48% | Sep 2024 |
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| Hanson McClain Advisors | 24k | $834k | 0% | Sep 2024 |
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| Belpointe Asset Management | 24k | $765k | 3% | Jun 2024 |
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| HPM Partners | 24k | $807k | 58% | Sep 2024 |
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| Beacon Financial Advisory | 23k | $772k | 17% | Sep 2024 |
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| Patriot Financial Group Insurance Agency | 23k | $771k | 11% | Sep 2024 |
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| Carolinas Wealth Consulting | 22k | $759k | 0% | Sep 2024 |
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| Independent Wealth Network | 21k | $706k | 22% | Sep 2024 |
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| Susquehanna International | 21k | $703k | 100% | Sep 2024 |
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| Householder Group Estate & Retirement Specialist | 20k | $700k | 79% | Sep 2024 |
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| Raymond James Trust | 20k | $700k | 0% | Sep 2024 |
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| Creative Planning | 20k | $699k | 0% | Sep 2024 |
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| Cozad Asset Management | 20k | $678k | 134% | Sep 2024 |
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| Signature Resources Capital Management | 20k | $671k | 12% | Sep 2024 |
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| Moloney Securities Asset Management | 19k | $662k | 2% | Sep 2024 |
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| Procyon Private Wealth Partners | 19k | $655k | -1% | Sep 2024 |
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| Axxcess Wealth Management | 19k | $654k | 42% | Sep 2024 |
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| Kestra Private Wealth Services | 19k | $641k | 49% | Sep 2024 |
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| Smith Thornton Advisors | 18k | $630k | 58% | Sep 2024 |
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| Sigma Planning | 15k | $506k | -84% | Sep 2024 |
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| Rockport Wealth | 11k | $364k | -60% | Jun 2024 |
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| Oppenheimer & Co | 10k | $357k | -49% | Sep 2024 |
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| Simplicity Wealth | 9.7k | $334k | -87% | Sep 2024 |
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| Wayne Hummer Investments | 7.8k | $268k | -89% | Sep 2024 |
|
Who sold out of Capital Group Core Equity Et?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AFS Financial Group | Mar 2024 | 125k | $3.9M |
| Flow Traders US | Jun 2024 | 55k | $1.8M |
| Baker Tilly Financial | Jun 2024 | 23k | $731k |
| Hrt Financial | Jun 2024 | 22k | $700k |