J.W. Cole Advisors Inc. Boosts Holdings in Capital Group Core Equity ETF $CGUS

J.W. Cole Advisors Inc. lifted its stake in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 21.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 80,825 shares of the company’s stock after purchasing an additional 14,363 shares during the period. J.W. Cole Advisors Inc.’s holdings in Capital Group Core Equity ETF were worth $3,130,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Assetmark Inc. lifted its position in shares of Capital Group Core Equity ETF by 12.1% in the 3rd quarter. Assetmark Inc. now owns 955,029 shares of the company’s stock worth $37,762,000 after purchasing an additional 102,872 shares during the period. AA Financial Advisors LLC lifted its position in shares of Capital Group Core Equity ETF by 5.7% in the 4th quarter. AA Financial Advisors LLC now owns 424,380 shares of the company’s stock worth $17,073,000 after purchasing an additional 23,038 shares during the period. Blueprint Financial Advisors LLC purchased a new stake in shares of Capital Group Core Equity ETF in the 3rd quarter worth about $1,598,000. BIP Wealth LLC lifted its position in shares of Capital Group Core Equity ETF by 12,313.5% in the 4th quarter. BIP Wealth LLC now owns 659,775 shares of the company’s stock worth $26,543,000 after purchasing an additional 654,460 shares during the period. Finally, Smartleaf Asset Management LLC lifted its position in shares of Capital Group Core Equity ETF by 15.1% in the 3rd quarter. Smartleaf Asset Management LLC now owns 195,115 shares of the company’s stock worth $7,697,000 after purchasing an additional 25,550 shares during the period.

Capital Group Core Equity ETF Trading Down 2.7%

NYSEARCA:CGUS opened at $43.16 on Friday. The company has a 50-day moving average price of $42.03 and a 200-day moving average price of $40.90. The stock has a market cap of $10.36 billion, a price-to-earnings ratio of 26.31 and a beta of 0.94. Capital Group Core Equity ETF has a 12 month low of $35.38 and a 12 month high of $44.60.

Capital Group Core Equity ETF Profile

The Capital Group Core Equity ETF (CGUS) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed to invest in companies believed to have the potential for appreciation and\u002For dividends. CGUS was launched on Feb 22, 2022 and is managed by Capital Group.