A&I FINANCIAL SERVICES, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1728031
LONE TREE, CO
All Filings in CGUS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,516,675 | 146,508 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,532,748 | 144,007 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,165,532 | 128,400 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,889,476 | 123,659 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,989,621 | 108,032 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,077,743 | 92,148 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,260,285 | 64,635 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||