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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 4.6M | $143M | 26% | Mar 2024 |
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| LPL Financial | 4.0M | $126M | 65% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 2.2M | $69M | 33% | Mar 2024 |
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| Commonwealth Equity Services | 2.0M | $62M | 22% | Mar 2024 |
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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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| Wells Fargo & Company | 1.4M | $45M | 20% | Mar 2024 |
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| Cambridge Investment Research Advisors | 1.4M | $44M | 8% | Mar 2024 |
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| Stifel Financial | 1.2M | $37M | 181% | Mar 2024 |
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| Advisor Group Holdings | 1.1M | $34M | -41% | Mar 2024 |
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| Royal Bank of Canada | 942k | $29M | 37% | Mar 2024 |
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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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| Souders Financial Advisors | 740k | $23M | 3% | Mar 2024 |
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| Midwest Heritage Bank | 722k | $23M | 16% | Mar 2024 |
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| Assetmark | 718k | $22M | -2% | Mar 2024 |
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| TCG Advisory Services | 630k | $20M | 1974% | Mar 2024 |
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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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| UBS Group | 476k | $15M | 26% | Mar 2024 |
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| Goss Wealth Management | 445k | $14M | 152% | Mar 2024 |
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| Vantage Financial Partners | 378k | $12M | 141% | Mar 2024 |
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| D.A. Davidson & Co. | 374k | $12M | 28% | Mar 2024 |
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| Private Advisor | 367k | $11M | 26% | Mar 2024 |
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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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| Orion Portfolio Solutions | 331k | $10M | 19% | Mar 2024 |
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| Lincoln National | 323k | $10M | 25% | Mar 2024 |
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| Janney Montgomery Scott | 313k | $9.7M | 24% | Mar 2024 |
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| Envestnet Portfolio Solutions | 311k | $9.7M | 13% | Mar 2024 |
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| Harbour Investments | 307k | $8.7M | 25% | Dec 2023 |
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| Vestmark Advisory Solutions | 285k | $8.9M | 18% | Mar 2024 |
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| Advisory Services Network | 268k | $8.4M | 10% | Mar 2024 |
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| Atria Wealth Solutions | 254k | $7.9M | 18% | Mar 2024 |
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| Wiley Bros.-aintree Capital | 245k | $7.6M | 15% | Mar 2024 |
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| Cary Street Partner Investment Advisory | 245k | $7.6M | 1% | Mar 2024 |
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| Sunbelt Securities | 243k | $7.6M | 45% | Mar 2024 |
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| FinDec Wealth Services | 237k | $7.4M | -1% | Mar 2024 |
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| Benjamin F. Edwards & Company | 234k | $7.4M | -1% | Mar 2024 |
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| Aptus Capital Advisors | 233k | $7.3M | 177% | Mar 2024 |
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| Wealthcare Advisory Partners | 221k | $6.9M | -3% | Mar 2024 |
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| ValMark Advisers | 196k | $6.1M | 28% | Mar 2024 |
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| Smith, Moore & Co. | 188k | $5.8M | 169% | Mar 2024 |
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| Burford Brothers | 185k | $5.8M | 21% | Mar 2024 |
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| Morgan Stanley | 162k | $5.7M | 3165% | Mar 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 160k | $5.0M | 9% | Mar 2024 |
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| Bridgewealth Advisory Group | 156k | $4.9M | 172% | Mar 2024 |
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| D. J. St. Germain | 151k | $4.3M | 4% | Dec 2023 |
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| Ambassador Advisors | 143k | $4.4M | -1% | Mar 2024 |
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| Principal Securities | 140k | $4.4M | 65% | Mar 2024 |
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| AFS Financial Group | 125k | $3.9M | 172% | Mar 2024 |
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| Essex Financial Services | 123k | $3.8M | 7% | Mar 2024 |
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| Continuum Advisory | 118k | $3.7M | 45% | Mar 2024 |
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| Creative Financial Designs | 118k | $3.7M | 3% | Mar 2024 |
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| William Blair $ Company | 116k | $3.6M | 24% | Mar 2024 |
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| Merit Financial Group | 108k | $3.3M | -1% | Mar 2024 |
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| Sigma Planning | 108k | $3.4M | 143% | Mar 2024 |
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| Barnes Pettey Financial Advisors | 105k | $3.3M | 0% | Mar 2024 |
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| AA Financial Advisors | 104k | $3.2M | 100% | Mar 2024 |
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| Nbc Securities | 95k | $3.0M | 71% | Mar 2024 |
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| Branch Banking & Trust Company | 92k | $2.9M | -7% | Mar 2024 |
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| G&S Capital | 88k | $2.7M | -27% | Mar 2024 |
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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 | $2.4M | 1% | Mar 2024 |
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| Sawtooth Asset Management | 76k | $2.1M | 3% | Dec 2023 |
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| HighTower Advisors | 75k | $2.3M | 221% | Mar 2024 |
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| Rsm Us Wealth Management | 74k | $2.3M | 0% | Mar 2024 |
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| Captrust Financial Advisors | 70k | $2.2M | 18% | Mar 2024 |
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| Olistico Wealth | 68k | $2.1M | 0% | Mar 2024 |
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| Wayne Hummer Investments | 66k | $2.1M | 5% | Mar 2024 |
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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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| H D Vest Advisory Services | 50k | $1.5M | 75% | Mar 2024 |
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| Clear Creek Financial Management | 50k | $1.5M | 100% | Mar 2024 |
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| Sowell Financial Services | 46k | $1.4M | 100% | Mar 2024 |
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| Proequities | 44k | $1.4B | 5% | Mar 2024 |
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| Lodestone Wealth Management | 42k | $1.3M | 8% | Mar 2024 |
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| Prospera Financial Services | 36k | $1.0M | 9% | Dec 2023 |
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| Great Valley Advisor Group | 36k | $1.1M | 12% | Mar 2024 |
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| Resources Investment Advisors | 36k | $1.1M | 16% | Mar 2024 |
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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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| 180 Wealth Advisors | 31k | $956k | 8% | Mar 2024 |
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| Lantz Financial | 30k | $836k | 9% | Dec 2023 |
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| Gts Securities | 30k | $919k | 100% | Mar 2024 |
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| Armstrong, Fleming & Moore | 29k | $913k | 19% | Mar 2024 |
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| Baker Tilly Financial | 29k | $897k | 17% | Mar 2024 |
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| Woodmont Investment Counsel | 29k | $892k | 89% | Mar 2024 |
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| Sittner & Nelson | 29k | $890k | 56% | Mar 2024 |
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| Rockport Wealth | 28k | $880k | 100% | Mar 2024 |
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| Koshinski Asset Management | 28k | $876k | 100% | Mar 2024 |
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| Mayflower Financial Advisors | 28k | $875k | 282% | Mar 2024 |
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| Citadel Advisors | 27k | $833k | 86% | Mar 2024 |
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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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| First Heartland Consultants | 25k | $787k | -2% | Mar 2024 |
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| Nations Financial Group | 24k | $759k | 17% | Mar 2024 |
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| Global Retirement Partners | 23k | $719k | 22% | Mar 2024 |
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| Belpointe Asset Management | 23k | $714k | -8% | Mar 2024 |
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| Seamount Financial Group | 23k | $713k | 100% | Mar 2024 |
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| CWS Financial Advisors | 23k | $707k | -1% | Mar 2024 |
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| Swisher Financial Concepts | 22k | $686k | 100% | Mar 2024 |
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| EverSource Wealth Advisors | 22k | $627k | 0% | Mar 2024 |
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| Latitude Advisors | 22k | $684k | 37% | Mar 2024 |
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| Hrt Financial | 22k | $682k | 100% | Mar 2024 |
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| Oppenheimer & Co | 21k | $639k | 0% | Mar 2024 |
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| Natixis Asset Management Advisors | 20k | $635k | 74% | Mar 2024 |
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| Creative Planning | 20k | $634k | 0% | Mar 2024 |
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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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| Tempus Wealth Planning | 18k | $554k | 109% | Mar 2024 |
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| Beacon Financial Advisory | 18k | $554k | 13% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 17k | $544k | 15% | 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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| Ascent Group | 17k | $514k | -4% | Mar 2024 |
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| Hunter Associates | 16k | $508k | -9% | Mar 2024 |
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| Everpar Advisors | 16k | $507k | 1% | Mar 2024 |
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| TKG Advisors | 16k | $500k | -30% | Mar 2024 |
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| Kingsview Wealth Management | 15k | $469k | 100% | Mar 2024 |
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| HPM Partners | 15k | $464k | 8% | Mar 2024 |
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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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| Delta Financial Group | 14k | $420k | 88% | Mar 2024 |
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| Prime Capital Investment Advisors | 13k | $372k | 64% | Dec 2023 |
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| Moloney Securities Asset Management | 13k | $407k | 2% | Mar 2024 |
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| Holistic Planning | 13k | $400k | 100% | Mar 2024 |
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| PFG Advisors | 13k | $394k | 100% | Mar 2024 |
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| LYNCH & Associates | 13k | $392k | 28% | Mar 2024 |
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| Mutual Advisors | 12k | $387k | -9% | Mar 2024 |
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| CapWealth Advisors | 12k | $358k | 0% | Mar 2024 |
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| HFG Advisors | 11k | $350k | 100% | Mar 2024 |
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| High Falls Advisors | 11k | $344k | 0% | Mar 2024 |
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| Integrated Wealth Concepts | 11k | $343k | 100% | Mar 2024 |
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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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| Beacon Financial | 10k | $323k | 100% | Mar 2024 |
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| Nwam | 10k | $318k | 32% | Mar 2024 |
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| ICA Group Wealth Management | 10k | $316k | 0% | Mar 2024 |
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| Davenport & Co | 10k | $311k | 33% | Mar 2024 |
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| Total Clarity Wealth Management | 9.8k | $306k | 100% | Mar 2024 |
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| Axxcess Wealth Management | 9.7k | $274k | 100% | Dec 2023 |
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| Capital Analysts | 9.6k | $298k | -2% | Mar 2024 |
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Who sold out of Capital Group Core Equity Et?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Dec 2023 | 275k | $7.8M |
| Prosperity Financial Group | Sep 2023 | 66k | $1.7M |
| Meridian Wealth Management | Dec 2023 | 35k | $986k |
| Susquehanna International | Sep 2023 | 20k | $507k |
| AE Wealth Management | Dec 2023 | 12k | $354k |