Concurrent Investment Advisors LLC Raises Stake in Capital Group Core Equity ETF $CGUS

Posted by Stanley Muller on Sep 4th, 2026

Concurrent Investment Advisors LLC boosted its stake in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 7.4% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 600,703 shares of the company’s stock after purchasing an additional 41,488 shares during the period. Concurrent Investment Advisors LLC’s holdings in Capital Group Core Equity ETF were worth $18,562,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in CGUS. Burford Brothers Inc. boosted its stake in Capital Group Core Equity ETF by 1.3% in the second quarter. Burford Brothers Inc. now owns 370,125 shares of the company’s stock valued at $16,463,000 after acquiring an additional 4,651 shares during the last quarter. Beacon Financial Advisory LLC bought a new stake in shares of Capital Group Core Equity ETF in the 2nd quarter worth approximately $374,000. Nwam LLC lifted its stake in Capital Group Core Equity ETF by 13.5% in the second quarter. Nwam LLC now owns 18,342 shares of the company’s stock valued at $816,000 after purchasing an additional 2,184 shares during the last quarter. True Blue Financial LLC grew its holdings in Capital Group Core Equity ETF by 5.1% during the second quarter. True Blue Financial LLC now owns 90,176 shares of the company’s stock valued at $4,011,000 after purchasing an additional 4,374 shares during the period. Finally, Sequoia Financial Advisors LLC bought a new position in Capital Group Core Equity ETF during the second quarter valued at $320,000.

Capital Group Core Equity ETF Price Performance

NYSEARCA:CGUS opened at $45.21 on Friday. The company has a market capitalization of $11.59 billion, a P/E ratio of 26.31 and a beta of 0.93. The business has a fifty day simple moving average of $44.86 and a two-hundred day simple moving average of $42.80. Capital Group Core Equity ETF has a 1 year low of $37.19 and a 1 year high of $46.80.

Capital Group Core Equity ETF Cuts Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 1st. Investors of record on Tuesday, June 30th were issued a $0.0833 dividend. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $0.33 annualized dividend and a yield of 0.7%.

About Capital Group Core Equity ETF

(Free Report)

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.