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 | 5.9M | $190M | 29% | Jun 2024 |
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| LPL Financial | 4.9M | $159M | 22% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 2.5M | $80M | 12% | Jun 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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| Raymond James & Associates | 2.2M | $71M | 43% | Jun 2024 |
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| Commonwealth Equity Services | 2.1M | $67M | 5% | Jun 2024 |
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| Wells Fargo & Company | 1.7M | $56M | 21% | Jun 2024 |
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| Raymond James Financial Services Advisors | 1.7M | $55M | 14% | Jun 2024 |
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| Cambridge Investment Research Advisors | 1.6M | $51M | 11% | Jun 2024 |
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| Mml Investors Services | 1.5M | $50M | 15% | Jun 2024 |
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| Captrust Financial Advisors | 1.2M | $40M | 1661% | Jun 2024 |
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| Royal Bank of Canada | 1.2M | $37M | 22% | Jun 2024 |
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| Stifel Financial | 894k | $29M | -25% | Jun 2024 |
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| CWM | 838k | $27M | 10% | Jun 2024 |
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| Kestra Advisory Services | 826k | $27M | 108% | Jun 2024 |
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| Midwest Heritage Bank | 800k | $26M | 11% | Jun 2024 |
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| TCG Advisory Services | 765k | $25M | 21% | Jun 2024 |
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| Souders Financial Advisors | 754k | $24M | 2% | Jun 2024 |
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| Assetmark | 745k | $24M | 4% | Jun 2024 |
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| Goss Wealth Management | 642k | $21M | 44% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 576k | $19M | -2% | Jun 2024 |
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| Private Advisor | 487k | $16M | 33% | Jun 2024 |
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| Vantage Financial Partners | 455k | $15M | 20% | Jun 2024 |
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| Advisory Services Network | 416k | $13M | 55% | Jun 2024 |
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| D.A. Davidson & Co. | 392k | $13M | 5% | Jun 2024 |
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| Strategic Blueprint | 361k | $12M | 3% | Jun 2024 |
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| Envestnet Portfolio Solutions | 340k | $11M | 9% | Jun 2024 |
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| Vestmark Advisory Solutions | 330k | $11M | 16% | Jun 2024 |
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| Harbour Investments | 320k | $10M | -1% | Jun 2024 |
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| Sunbelt Securities | 299k | $9.6M | 23% | Jun 2024 |
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| Atria Wealth Solutions | 287k | $9.3M | 13% | Jun 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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| Investment Planning Advisors | 247k | $8.0M | 100% | Jun 2024 |
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| Benjamin F. Edwards & Company | 240k | $7.7M | 2% | Jun 2024 |
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| Wealthcare Advisory Partners | 234k | $7.5M | 6% | Jun 2024 |
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| FinDec Wealth Services | 227k | $7.3M | -4% | Jun 2024 |
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| Cary Street Partner Investment Advisory | 226k | $7.3M | -8% | Jun 2024 |
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| Essex Financial Services | 221k | $7.1M | 80% | Jun 2024 |
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| ValMark Advisers | 217k | $7.0M | 11% | Jun 2024 |
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| Old Mission Capital | 212k | $6.8M | -46% | Jun 2024 |
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| D. J. St. Germain | 198k | $6.4M | 27% | Jun 2024 |
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| Bridgewealth Advisory Group | 195k | $6.3M | 25% | Jun 2024 |
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| AA Financial Advisors | 192k | $6.2M | 85% | Jun 2024 |
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| Smith, Moore & Co. | 191k | $6.2M | 2% | Jun 2024 |
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| Dynamic Advisors Solutions | 185k | $6.0M | 100% | Jun 2024 |
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| Creative Financial Designs | 180k | $5.8M | 52% | Jun 2024 |
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| Principal Securities | 171k | $5.5M | 22% | Jun 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 167k | $5.4M | 4% | Jun 2024 |
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| William Blair $ Company | 133k | $4.3M | 14% | Jun 2024 |
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| Continuum Advisory | 127k | $4.1M | 7% | Jun 2024 |
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| Nbc Securities | 115k | $3.7M | 21% | Jun 2024 |
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| Branch Banking & Trust Company | 104k | $3.4M | 14% | Jun 2024 |
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| Barnes Pettey Financial Advisors | 102k | $3.3M | -3% | Jun 2024 |
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| Founders Financial Securities | 101k | $3.2M | 24% | Jun 2024 |
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| Jane Street | 96k | $3.1M | 100% | Jun 2024 |
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| Proequities | 95k | $3.1B | 116% | Jun 2024 |
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| Sigma Planning | 90k | $2.9M | -16% | Jun 2024 |
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| HighTower Advisors | 86k | $2.8M | 14% | Jun 2024 |
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| G&S Capital | 84k | $2.8M | -5% | Jun 2024 |
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| Clear Creek Financial Management | 82k | $2.6M | 66% | Jun 2024 |
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| Simplicity Wealth | 77k | $2.5M | 1% | Jun 2024 |
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| Bleakley Financial Group | 77k | $2.5M | 1% | Jun 2024 |
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| Park Avenue Securities | 76k | $2.6M | 6% | Sep 2024 |
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| Rsm Us Wealth Management | 74k | $2.4M | -1% | Jun 2024 |
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| Wayne Hummer Investments | 73k | $2.4M | 10% | Jun 2024 |
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| Ameritas Advisory Services | 72k | $2.3M | 34% | Jun 2024 |
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| Prospera Financial Services | 69k | $2.2M | 19% | Jun 2024 |
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| Olistico Wealth | 68k | $2.2M | 0% | Jun 2024 |
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| Aptus Capital Advisors | 66k | $2.1M | -72% | Jun 2024 |
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| Signature Estate and Investment Advisors | 61k | $2.0M | 100% | Jun 2024 |
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| H D Vest Advisory Services | 58k | $1.9M | 16% | Jun 2024 |
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| Flow Traders US | 55k | $1.8M | 100% | Jun 2024 |
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| Natixis Asset Management Advisors | 49k | $1.6M | 141% | Jun 2024 |
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| Resources Investment Advisors | 48k | $1.5M | 33% | Jun 2024 |
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| Renaissance Technologies | 45k | $1.5M | -44% | Jun 2024 |
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| Lodestone Wealth Management | 45k | $1.4M | 6% | Jun 2024 |
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| Sowell Financial Services | 45k | $1.5M | -3% | Sep 2024 |
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| KPP Advisory Services | 43k | $1.4M | 100% | Jun 2024 |
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| Great Valley Advisor Group | 43k | $1.4M | 18% | Jun 2024 |
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| Woodmont Investment Counsel | 40k | $1.3M | 41% | Jun 2024 |
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| Putnam Fl Investment Management | 40k | $1.3M | 100% | Jun 2024 |
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| Koshinski Asset Management | 38k | $1.3M | 36% | Jun 2024 |
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| WealthCare Investment Partners | 36k | $1.2M | 0% | Jun 2024 |
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| Investment Advisory Services | 35k | $1.1M | 35% | Jun 2024 |
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| Meridian Wealth Management | 35k | $1.1M | 100% | Jun 2024 |
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| Premier Path Wealth Partners | 35k | $1.1M | 100% | Jun 2024 |
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| WR Wealth Planners | 33k | $1.1M | 25% | Jun 2024 |
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| Seamount Financial Group | 33k | $1.1M | 44% | Jun 2024 |
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| Mayflower Financial Advisors | 33k | $1.0M | 16% | Jun 2024 |
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| Lantz Financial | 32k | $1.0M | 4% | Jun 2024 |
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| Global Retirement Partners | 32k | $1.0M | 39% | Jun 2024 |
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| 180 Wealth Advisors | 32k | $1.0M | 3% | Jun 2024 |
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| Bank of America Corporation | 31k | $1.0M | 518533% | Jun 2024 |
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| Swisher Financial Concepts | 31k | $997k | 38% | Jun 2024 |
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| Sittner & Nelson | 31k | $985k | 7% | Jun 2024 |
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| Latitude Advisors | 30k | $973k | 37% | Jun 2024 |
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| Armstrong, Fleming & Moore | 29k | $921k | -3% | Jun 2024 |
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| Tempus Wealth Planning | 28k | $916k | 60% | Jun 2024 |
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| Nations Financial Group | 28k | $899k | 14% | Jun 2024 |
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| Equitable Holdings | 28k | $890k | 57% | Jun 2024 |
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| Concurrent Investment Advisors | 27k | $871k | 100% | Jun 2024 |
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| CWS Financial Advisors | 27k | $858k | 17% | Jun 2024 |
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| First Heartland Consultants | 26k | $838k | 3% | Jun 2024 |
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| Capital Management Associates | 25k | $804k | 100% | Jun 2024 |
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| EverSource Wealth Advisors | 25k | $825k | -6% | Jun 2024 |
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| Hanson McClain Advisors | 24k | $793k | -4% | Jun 2024 |
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| Belpointe Asset Management | 24k | $765k | 3% | Jun 2024 |
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| Baker Tilly Financial | 23k | $731k | -21% | Jun 2024 |
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| Carolinas Wealth Consulting | 22k | $713k | 100% | Jun 2024 |
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| Hrt Financial | 22k | $700k | -1% | Jun 2024 |
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| Ambassador Advisors | 21k | $676k | -85% | Jun 2024 |
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| LongView Wealth Management | 21k | $660k | 8% | Jun 2024 |
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| Raymond James Trust | 20k | $658k | 9% | Jun 2024 |
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| Creative Planning | 20k | $657k | 0% | Jun 2024 |
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| Patriot Financial Group Insurance Agency | 20k | $655k | 16% | Jun 2024 |
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| Mutual Advisors | 20k | $655k | 61% | Jun 2024 |
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| Crewe Advisors | 20k | $637k | 421% | Jun 2024 |
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| Beacon Financial Advisory | 19k | $623k | 9% | Jun 2024 |
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| Procyon Private Wealth Partners | 19k | $622k | -63% | Jun 2024 |
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| Balentine | 19k | $614k | 100% | Jun 2024 |
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| Moloney Securities Asset Management | 19k | $610k | 45% | Jun 2024 |
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| HBW Advisory Services | 18k | $619k | 37% | Sep 2024 |
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| Bill Few Associates | 18k | $575k | 2% | Jun 2024 |
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| Western Wealth Management | 18k | $568k | 100% | Jun 2024 |
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| Signature Resources Capital Management | 18k | $565k | 67% | Jun 2024 |
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| Steward Partners Investment Advisory | 17k | $561k | 157% | Jun 2024 |
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| Everpar Advisors | 17k | $553k | 6% | Jun 2024 |
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| Rothschild Investment | 17k | $545k | 0% | Jun 2024 |
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| Independent Wealth Network | 17k | $544k | 42% | Jun 2024 |
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| Cullen Frost Bankers | 17k | $543k | 100% | Jun 2024 |
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| Ascent Group | 17k | $533k | 0% | Jun 2024 |
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| Hunter Associates | 16k | $527k | 0% | Jun 2024 |
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| Kingsview Wealth Management | 16k | $516k | 6% | Jun 2024 |
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| Delta Financial Group | 16k | $548k | 5% | Sep 2024 |
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| Wedbush Morgan Securities | 16k | $515k | -17% | Jun 2024 |
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| TKG Advisors | 16k | $506k | -2% | Jun 2024 |
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| LYNCH & Associates | 15k | $488k | 20% | Jun 2024 |
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| HPM Partners | 15k | $481k | 0% | Jun 2024 |
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| Silverlake Wealth Management | 14k | $451k | 0% | Jun 2024 |
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| Cravens & Co Advisors | 14k | $451k | 2% | Jun 2024 |
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| Integrated Wealth Concepts | 14k | $450k | 27% | Jun 2024 |
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| Axxcess Wealth Management | 14k | $434k | 15% | Jun 2024 |
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| Holistic Planning | 13k | $400k | 0% | Jun 2024 |
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| High Falls Advisors | 13k | $409k | 15% | Jun 2024 |
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| Total Clarity Wealth Management | 13k | $406k | 28% | Jun 2024 |
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| Transcendent Capital Group | 13k | $406k | 100% | Jun 2024 |
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| Kestra Private Wealth Services | 13k | $406k | 64% | Jun 2024 |
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| Davenport & Co | 13k | $404k | 25% | Jun 2024 |
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| Prime Capital Investment Advisors | 12k | $391k | -11% | Jun 2024 |
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| Rockport Wealth | 11k | $364k | -60% | Jun 2024 |
|
Who sold out of Capital Group Core Equity Et?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Summit Investment Advisory Services | Mar 2024 | 571k | $18M |
| Lincoln National | Mar 2024 | 323k | $10M |
| Janney Montgomery Scott | Mar 2024 | 313k | $9.7M |
| Cedar Brook Financial Partners | Mar 2024 | 57k | $1.8M |
| Citadel Advisors | Mar 2024 | 27k | $833k |