Affiance Financial, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1723681
ST. LOUIS PARK, MN
Position in CGUS
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$2,182,371
-$1,420,949 QoQ
Shares Held
56,803
-36.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGUS Over Time
Shares Held
Position Value (USD)
All Filings in CGUS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,182,371 | 56,803 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,603,320 | 89,568 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,746,980 | 145,346 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $9,690,579 | 262,404 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $16,395,559 | 490,885 | Shares | Sole | 2025-04-09 | |
| 2022-12-31 | $20,214 | 900 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||