Capital Group Core Equity ETF (CGUS)
Capital Group Core Equity ETF $CGUS Shares Purchased by Bank of New York Mellon Corp
Bank of New York Mellon Corp lifted its stake in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS) by 133.6% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 23,132 shares of the company's stock after acquiring an additional
Capital Group Core Equity ETF $CGUS Shares Bought by Bank of America Corp DE
Bank of America Corp DE boosted its holdings in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 17.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 977,976 shares of the company's stock after acquiring an additional 146,738 shares during the
Cannon Wealth Management Services LLC Has $7.61 Million Stock Holdings in Capital Group Core Equity ETF $CGUS
Cannon Wealth Management Services LLC cut its stake in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 17.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 189,166 shares of the company's stock after selling 40,331 shares during the
Assetmark Inc. Boosts Position in Capital Group Core Equity ETF $CGUS
Assetmark Inc. raised its stake in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS) by 22.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,170,140 shares of the company's stock after buying an additional 215,111 shares during the quarter. Assetmark
Diversify Advisory Services LLC Buys Shares of 32,974 Capital Group Core Equity ETF $CGUS
Diversify Advisory Services LLC bought a new stake in Capital Group Core Equity ETF (NYSEARCA:CGUS) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 32,974 shares of the company's stock, valued at approximately $1,355,000. Other institutional investors and hedge
Capital Group Core Equity ETF $CGUS is AA Financial Advisors LLC’s 6th Largest Position
AA Financial Advisors LLC grew its stake in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 5.7% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 424,380 shares of the company's stock after buying an additional 23,038 shares during the
Park Avenue Securities LLC Acquires 14,040 Shares of Capital Group Core Equity ETF $CGUS
Park Avenue Securities LLC lifted its holdings in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS) by 14.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 113,617 shares of the company's stock after purchasing an additional 14,040 shares during
Captrust Financial Advisors Sells 25,173 Shares of Capital Group Core Equity ETF $CGUS
Captrust Financial Advisors lessened its holdings in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 1.4% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,803,311 shares of the company's stock after selling 25,173 shares during the period. Captrust Financial Advisors owned
Capital International Investors Purchases 5,945,089 Shares of Capital Group Core Equity ETF $CGUS
Capital International Investors increased its position in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 17,866.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,978,364 shares of the company's stock after buying an additional 5,945,089 shares during the period.
CGUS: Heavy Mega-Cap Exposure, Solid Track Record
The Capital Group Core Equity ETF offers a high-conviction, mega-cap-tilted, actively managed portfolio with a balanced sector allocation. CGUS trades at a modest P/E premium (23.2x) to the Russell 1000, largely justified by superior historical earnings growth (13.6%) and profitability metrics. The fund demonstrates strong risk-adjusted returns, outperforming peers in Sharpe ratio (1.46), with lower downside capture and volatility versus the Russell 1000.
Assetmark Inc. Purchases 102,872 Shares of Capital Group Core Equity ETF $CGUS
Assetmark Inc. raised its holdings in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS) by 12.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 955,029 shares of the company's stock after purchasing an additional 102,872 shares during
Merit Financial Group LLC Grows Position in Capital Group Core Equity ETF $CGUS
Merit Financial Group LLC boosted its stake in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 1,624.4% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,107,661 shares of the company's stock after buying an additional 1,985,435 shares during the
Benjamin Edwards Inc. Raises Stock Position in Capital Group Core Equity ETF $CGUS
Benjamin Edwards Inc. boosted its holdings in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 27.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 599,098 shares of the company's stock after acquiring an additional 129,020 shares during the period.
CGUS: My Initial Review Of Capital Group's Active Core U.S. Equity ETF
CGUS is The Capital Group's Core U.S. Equity ETF with a 0.33% expense ratio and $8.3B in assets under management. It launched nearly four years ago on February 22, 2022. Although not terribly different than SPY from a fundamentals perspective, CGUS could provide slight long-term outperformance by dampening volatility in market downturns. So far, so good. My returns distribution analysis highlights how, despite a lower median monthly return, CGUS has still outperformed SPY by an annualized 0.36% with less volatility.
Capital Group Core Equity ETF $CGUS Shares Acquired by Commonwealth Equity Services LLC
Commonwealth Equity Services LLC grew its stake in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 7.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,659,263 shares of the company's stock after buying an additional 243,310 shares
Ergawealth Advisors Inc. Purchases 131,412 Shares of Capital Group Core Equity ETF $CGUS
Ergawealth Advisors Inc. lifted its position in Capital Group Core Equity ETF (NYSEARCA:CGUS) by 384.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 165,554 shares of the company's stock after purchasing an additional 131,412 shares during the quarter.
Cwm LLC Increases Holdings in Capital Group Core Equity ETF $CGUS
Cwm LLC increased its holdings in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS) by 3.2% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 599,501 shares of the company's stock after purchasing an additional 18,718 shares during the
Geneos Wealth Management Inc. Acquires 133,134 Shares of Capital Group Core Equity ETF $CGUS
Geneos Wealth Management Inc. increased its holdings in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS) by 1,807.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 140,501 shares of the company's stock after purchasing an additional
Capital Group Core Equity ETF $CGUS Shares Bought by Aspire Growth Partners LLC
Aspire Growth Partners LLC raised its stake in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS) by 15.9% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 127,590 shares of the company's stock after purchasing an
CGUS's Market-Beating Returns Makes It An Attractive Alternative To High Beta ETFs
Capital Group Core Equity ETF offers a balanced growth and income strategy, appealing to moderate-risk investors seeking to outperform the market. CGUS has outperformed the S&P 500 since its 2022 launch, with strong returns in both bull and bear markets, and a quant buy rating of 3.83. The ETF's diversified portfolio features mega-cap tech, industrials, financials, and healthcare stocks, supporting both upside potential and risk mitigation.