A&I FINANCIAL SERVICES, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 1728031
LONE TREE, CO
Position in CGUS
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$5,532,748
+$367,216 QoQ
Shares Held
144,007
+12.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
9.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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 | $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. | ||||||