AA Financial Advisors, LLC
Position in CGUS — Capital Group Core Equity ETF
CIK 2016899
Columbus, OH
Position in CGUS
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$20,601,995
+$3,529,188 QoQ
Shares Held
536,231
+26.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
6.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGUS Over Time
Shares Held
Position Value (USD)
All Filings in CGUS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,601,995 | 536,231 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $17,072,807 | 424,380 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $15,869,062 | 401,342 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $14,084,363 | 381,380 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $12,801,051 | 383,265 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $11,069,124 | 316,532 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $9,172,676 | 267,581 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,196,257 | 192,132 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,232,694 | 103,745 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,402,811 | 84,905 | Shares | Sole | 2024-04-02 | |
| No filing history on record for this holder in this stock. | ||||||