Mark Sheptoff Financial Planning LLC Has $40,000 Stock Holdings in Capital Group Core Equity ETF (NYSEARCA:CGUS)

Mark Sheptoff Financial Planning LLC lowered its position in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS) by 81.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,179 shares of the company’s stock after selling 5,290 shares during the quarter. Mark Sheptoff Financial Planning LLC’s holdings in Capital Group Core Equity ETF were worth $40,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. LPL Financial LLC increased its holdings in shares of Capital Group Core Equity ETF by 35.7% in the third quarter. LPL Financial LLC now owns 6,668,760 shares of the company’s stock worth $228,605,000 after acquiring an additional 1,755,050 shares in the last quarter. Envestnet Asset Management Inc. grew its position in shares of Capital Group Core Equity ETF by 28.6% in the 2nd quarter. Envestnet Asset Management Inc. now owns 5,892,224 shares of the company’s stock valued at $190,024,000 after purchasing an additional 1,311,729 shares during the period. Raymond James & Associates increased its stake in Capital Group Core Equity ETF by 18.2% during the 3rd quarter. Raymond James & Associates now owns 2,611,991 shares of the company’s stock worth $89,539,000 after purchasing an additional 401,507 shares in the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in Capital Group Core Equity ETF by 12.3% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 2,474,494 shares of the company’s stock worth $79,803,000 after buying an additional 270,168 shares during the period. Finally, Commonwealth Equity Services LLC lifted its stake in Capital Group Core Equity ETF by 13.2% in the third quarter. Commonwealth Equity Services LLC now owns 2,345,215 shares of the company’s stock valued at $80,394,000 after buying an additional 272,969 shares in the last quarter.

Capital Group Core Equity ETF Stock Up 0.6 %

Shares of CGUS stock opened at $35.56 on Friday. Capital Group Core Equity ETF has a 12-month low of $26.75 and a 12-month high of $35.74. The firm has a fifty day moving average of $34.71 and a 200-day moving average of $33.28. The company has a market capitalization of $2.94 billion, a price-to-earnings ratio of 26.52 and a beta of 0.96.

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.