Investment Planning Advisors Inc. Has $18.17 Million Position in Capital Group Core Equity ETF (NYSEARCA:CGUS)

Investment Planning Advisors Inc. lifted its position in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS) by 110.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 519,639 shares of the company’s stock after acquiring an additional 273,013 shares during the period. Capital Group Core Equity ETF makes up about 7.9% of Investment Planning Advisors Inc.’s portfolio, making the stock its 3rd largest holding. Investment Planning Advisors Inc. owned approximately 0.63% of Capital Group Core Equity ETF worth $18,172,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in CGUS. Geneos Wealth Management Inc. increased its position in Capital Group Core Equity ETF by 111.0% during the 4th quarter. Geneos Wealth Management Inc. now owns 2,173 shares of the company’s stock valued at $76,000 after purchasing an additional 1,143 shares during the period. JPMorgan Chase & Co. increased its position in shares of Capital Group Core Equity ETF by 944.1% during the third quarter. JPMorgan Chase & Co. now owns 2,934 shares of the company’s stock worth $101,000 after buying an additional 2,653 shares during the period. ORG Partners LLC bought a new position in Capital Group Core Equity ETF during the fourth quarter worth $105,000. Private Client Services LLC acquired a new position in Capital Group Core Equity ETF in the fourth quarter valued at $200,000. Finally, Atria Investments Inc bought a new stake in Capital Group Core Equity ETF during the third quarter valued at $204,000.

Capital Group Core Equity ETF Trading Down 0.6 %

CGUS stock opened at $36.08 on Tuesday. Capital Group Core Equity ETF has a 1-year low of $28.70 and a 1-year high of $36.38. The stock has a 50-day moving average price of $35.47 and a 200-day moving average price of $34.31. The firm has a market cap of $2.98 billion, a PE ratio of 26.52 and a beta of 0.96.

Capital Group Core Equity ETF Company 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.